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How To Save A Configurable Report Template

Details on the Buxton Media Preferences Report

Media Preferences

Details on Retail Leakage Report available to Buxton Public Sector Clients

Retail Leakage Report

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Actual Customers

Learn about Buxton, Team, and Healthcare Templates and how to create and share report templates with your team.

Buxton Templates, Team Templates and Healthcare Templates

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Maddie Wolfe

A guide on how to run the Configurable Report

Configurable Report

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Create your workspace and invite the people you work with.

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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.

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.

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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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