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Explore the Reports tab and its key features

What is the Reports tab

Sort data in your reports

How to automatically add Cast ID in the Reports Tab

Set up Cast ID automatically

How to add visual references to your tags in the Reports tab

Add visual references

Egor Dubrovsky

Sort, edit, or delete breakdown tags, add visual references, create DOOD reports

Reports tab

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How to review and act on Filmustage's AI-generated tag merge suggestions in the Reports tab

Review AI tag merge suggestions

Merge tags

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How to search for a category in the Reports tab

Search for a category

Add, edit, merge and delete tags within the Reports tab

Manage your tags

How to export a selected tag category report to PDF

Export a tag category to PDF

Export one or all categories reports to XLSX from the Reports tab

Export one or all categories to XLSX

How to export your breadown reports in multiple formats: XLSX and PDF

Export reports

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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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