Logica

Create custom reports, dashboards and input forms with views.

Using Views for Reporting & Visualization

How to set up and customize the Table in a View

Using the Table in a View

How to set up and customize the Chart in a View

Using the Chart in a View

How to set up and customize the Right Side Panel in a View

Using the Right Side Panel in a View

Learn the basics of creating Dashboard Views in Logica

Dashboard Views

Group views into named sets to streamline exports and sharing

How to Use View Tags

Exporting to Excel

Carissa Castro

How your model gets presented, from tables and charts to dashboards and exports.

Views

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Create your workspace and invite the people you work with.

Set up your account

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.

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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.

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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.

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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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