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Tabular reports
Tabular reports display information in columns and rows, forming a grid similar to a spreadsheet. Creating a tabular report Click the Create Report button ()on the Analytics page.…
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Using reports
Analytics reports feature enable you to create cross-form reports over various data sources, including process tables, child tables, system tables, datasets, and dataviews,…
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Reports overview
Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables, child tables, system tables, datasets,…
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Chart reports
Charts offer a graphical representation of the data in reports. The following are the six major types of charts: area, bar, doughnut, line, pie, and scatter chart.…
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QuickBooks integration
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Using chats
Note: Kissflow Chat and Spaces will be gradually discontinued after 15th December, 2023. Learn more Kissflow Chat allows for real-time collaboration through direct and group chats.…
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Salesforce connector
What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation, analytics, and application development.…
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Creating and managing subitems
Overview Subitems help you break down complex tasks into multiple small tasks and track them efficiently. Like an item on a board, subitems have assignees, states, start dates, and due dates.…
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Microsoft SharePoint connector
What is Microsoft SharePoint? Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization…
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Microsoft Excel connector
What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools, pivot tables,…
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Microsoft OneDrive connector
What is Microsoft OneDrive? Microsoft OneDrive offers a cloud service to host all your photos, videos, and files backed up, protected, synced, and made accessible on all your devices.…
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Microsoft Azure Active Directory connector
What is Microsoft Azure Active Directory? Microsoft Azure Active Directory (Azure AD) offers a cloud-based identity and access management (IAM) solution to enterprise customers.…
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Using board layouts
Layout The layout of a board makes it very easy to locate and navigate between items. There are three different tabs that allow you to switch between the most commonly used list of items quickly.…
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Process settings
When you create a process, you become the Flow Admin. Here's more about what a Flow Admin can do in a process. To configure or change settings for process,…
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Importing and exporting data from a dataset
The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to the Kissflow dataset. Once imported,…
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QuickBooks connector
What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills, and payroll functions.…
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Creating and managing portals
Creating a portal from scratch Creating a new portal inside Kissflow is a straightforward process. As a Super Admin of your account, you can create portals.…
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Adding and managing users
Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete, and change the roles of users from your Kissflow account.…
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Managing notifications from a board
You can customize the way you receive notifications from your board. Notifications appear as both in-app messages and emails, based on how you configured your account's notifications.…
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Configuring your board settings
If you are an admin of a board, you can configure how your board behaves by making changes to certain settings. To configure or change settings for a board,…
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Creating and using board views
Who can create views You can create views based on a subset of all the board data to have better context while working. This is ideal for teams inside teams.…
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Importing items from a CSV file
The CSV import feature in your board will help you transfer items from a CSV file or a spreadsheet with a .csv extension to a Kissflow Board. You can also use this feature to import data from other…
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Exporting items from a board
You can export items to a .CSV file. The file is emailed to your email ID registered in Kissflow. Exporting helps you to share information about items with others who may not have access to Kissflow.…
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Building a board
Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks, service request management, employee onboarding,…
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Duplicating, archiving, and deleting a process
Duplicating a process If you want to make a process very similar to another one, you can duplicate the process. The duplicated process will have the same configured fields, sections, tables,…