Civic Review

This article describes how to build a customized report in the Report section of Civic Review

Create a Report in the Report Section

Learn about the reporting options in Civic Review

Reporting Options: Reports, All Permit, Transaction

Learn basic filtering and formatting for data exported to Excel or Google Sheets

How to Filter Report Data in Excel and Google Sheets

How to export a report created in the All Permits Section.

Exporting Reports in All Permits

All about how to build a report using the all permits section.

Reports in the All Permits Section

Here's how to reformat dates in Excel from ISO 8601 to a standard date format

Formatting Dates in Reports

Learn how to export your data from Civic Review to Excel so you can better analyze it.

Using Excel with your Civic Review Data

Civic Review comes with a few preset lists of permits, this is how to create your own lists.

How to Customize Your Lists of Permits

John Reynolds

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.

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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.

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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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