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Managing reports
Kissflow plans: β Basic β Enterprise To access reports in analytics, click Analytics in the left navigation bar and open the Reports page. Here, you can view all reports created in analytics toβ¦
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Pivot reports
Kissflow plans: β Basic β Enterprise Pivot reports enable you to summarize, arrange, and compare a large amount of data effectively. Creating a pivot report Click the + Create report button on theβ¦
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Tabular reports
Kissflow plans: β Basic β Enterprise 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 theβ¦
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Reports overview
Kissflow plans: β Basic β Enterprise Kissflow Analytics Reports offers a robust solution for generating comprehensive reports by merging diverse data sources such as process tables, board tables,β¦
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Salesforce connector
Kissflow plans: β Basic β Enterprise What is Salesforce? Salesforce provides customer relationship management software and applications focused on sales, customer service, marketing automation,β¦
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Creating and managing subitems
Kissflow plans: β Basic β Enterprise 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,β¦
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Microsoft Excel connector
Kissflow plans: β Basic β Enterprise What is Microsoft Excel? Microsoft Excel is a spreadsheet application developed by Microsoft. It features calculation or computation capabilities, graphing tools,β¦
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Using board layouts
Kissflow plans: β Basic β Enterprise 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 mostβ¦
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Process settings
Kissflow plans: β Basic β Enterprise When you create a process, you become the Process Admin. Here's more about what a Process Admin can do in a process.β¦
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Importing and exporting data from a dataset
Kissflow plans: β Basic β Enterprise The CSV import feature in your dataset will help you transfer data from a CSV file or a spreadsheet with a .csv extension to your Kissflow dataset.β¦
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QuickBooks connector
Kissflow plans: β Basic β Enterprise What is QuickBooks? QuickBooks by Intuit offers a comprehensive cloud-based accounting software to accept business payments, manage and pay bills,β¦
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Creating and managing portals
Kissflow plans: β Basic β Enterprise 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.β¦
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Adding and managing users
Kissflow plans: β Basic β Enterprise Super Admins, IAM Admins, and User Admins have access to the User management page where they can activate, deactivate, delete,β¦
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Configuring your board settings
Kissflow plans: β Basic β Enterprise 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,β¦
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Creating and using board views
Kissflow plans: β Basic β Enterprise Overview Board views ensure alignment within your team by allowing you to focus on specific sets of data and share them effectively with your team members.β¦
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Importing items from a CSV file
Kissflow plans: β Basic β Enterprise 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.β¦
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Exporting items from a board
Kissflow plans: β Basic β Enterprise 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 withβ¦
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Building a board
Kissflow plans: β Basic β Enterprise Boards help you manage work that covers a wide spectrum, including project tasks, issue tracking, status tracking, help desks, service desks,β¦
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Publishing, editing, duplicating, archiving, and deleting a process
Kissflow plans: β Basic β Enterprise Publishing a process As a Process Admin or Developer, you can publish a process live. Once you've finished designing your process form and workflow,β¦
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Member actions in a process
Kissflow plans: β Basic β Enterprise Accessing your items and tasks in a process Every process has two primary tabs: Created by me and Assigned items Created by me The Created by me tab shows allβ¦
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Date and Date time field
Kissflow plans: β Basic β Enterprise The format of both the Date and Date & Time fields is based on the locale set up by the user. If nothing is set, then the account locale settings will be used.β¦
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Kissflow Dataset connector
Kissflow plans: β Basic β Enterprise Working with the dataset connector Kissflow Dataset is a collection of tabular data that you can use in your workflows.β¦
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Dataset and views overview
Kissflow plans: β Basic β Enterprise What is a dataset? A dataset is a collection of tabular data you can use in your flows. Forms in your flows can retrieve data from datasets or use it to driveβ¦
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Group management
Kissflow plans: β Basic β Enterprise Groups can be created and managed by Super Admins and User Admins to simplify administration and improve access management.β¦
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Process live forms
Kissflow plans: β Basic β Enterprise You can view a process form when you open a process item. A process form has a common navigation strip at the right end,β¦