Elmo Software

Michael Ho

Analytics / Custom Reports

ELMO Insights: Analytics Security Profile

ELMO Insights: Overview

Insight Data Assistant: Auto Mode

ELMO Insights: Data Assistant Prompt Library

ELMO Insights: Data Assistant

ELMO Insights: Report Builder

ELMO Insights: Report Filters and Drill Down

ELMO Insights: Dashboard Filters

ELMO Insights: Form Reporting

ELMO Insights: Building and Managing Dashboards

ELMO Insights: Customizing Reports

ELMO Insights

Manager access to Report Builder

Analytics - Releases for January 2022

Introducing ELMO Analytics 'Swift'

Analytics - Releases for July 2022

Analytics - Releases for March 2022

Analytics - Releases for February 2022

Analytics - Releases for April 2022

Analytics - Releases for December 2021

Benefits of Custom Reports

Here you can find all of our release notes for each month.

Release Notes

Custom Reporting Tool (CRT) Admin Security Profile

Effective Date Reporting

Analytics Dashboards and Dashboard Sharing

Analytics - Overview, Benefits and Suggested Dashboards and Charts Available

Analytics

Dashboard Creation and Management

'How to' articles in Analytics

Custom Report Creation and Filtering

Report Scheduling and Sharing

Aggregated Reporting and Chart Creation

'How to' articles in Custom Reports

Custom Reports - Overview, Access and Scheduling

Frequently Asked Questions in Custom Reports

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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.

Ship something

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

Connect your stack

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.

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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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