Fieldguide

Learn about how Reports work within Fieldguide.

Reports

Reports overview

Set up the Reports menu view

Generate a report

View a report

Create report templates and add them to engagements

Using report templates

Mail merge tags pull engagement data into a report

Using mail merge tags

Edit a generated report

Using Reports Collab and hotspots in your generated report

Report Collaboration

Report alerts

Reporting Basics

Add a report template to an engagement

Edit a report template

Manage admin report templates

Customize a report template for an engagement

Managing Templates

Apply formatting to a report

Add page breaks to a report

Use forms to add text or images to a report

Add form fields to a report

Add images to a report

Using the Quick Access toolbar

Troubleshooting: Word found unreadable content

Use cell tags to add specific sheet cells a report

Add sheet cells to a report

Add custom bullet symbols, bullet fonts, and other formatting

Customize bullet styles in a report

Conditionally show or hide report content based on scoping sheet rules

Dynamic content blocks in reports

Advanced Editing

Configure client report permissions

Report tasks and report comments let you collaborate with your team

Use tasks and comments on a report

Collaboration & Activity

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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