Alvys

How to filter, drill, and save the view you want

Alvys Admin

Irina Ignatiuc

Kelly Horton-Poxton

Auto-created collection: Reports & Analytics

Reports & Analytics

Custom Reports Guide Collection

How to set up Custom Reports

How to get started with Custom Reports

How to build visualizations with drag-and-drop

How to write a custom metric with MAQL

Custom reports

How to share, export, schedule, and alert on a dashboard

Customize, save, and share grid layouts across your Alvys workspace

Saved Views

Generating and Customizing Operational Reports - Trips & Loads

A walkthrough on how to download data / reports from Alvys

How to export data and reports from Alvys

Operational

Gross Pay Calculation Updates

IFTA Reports

Summary Financial Report v1

Set a credit limit on a customer and see their outstanding balance against it on the customer profile and Load Details Page.

Customer Credit Limits Explained

Ryan Duffy

Cade Vanneman

Financial

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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.

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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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