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Setting up Kissflow BI connector with Microsoft Power BI via ODBC
Kissflow BI connector allows you to access your Kissflow data stored in a Snowflake database with Microsoft Power BI via the ODBC driver. The ODBC driver acts as the interface for Microsoft Power BI…
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Managing reports
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 to which you have access.…
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Pivot reports
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 the Analytics page. Select the data source.…
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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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Introducing the Salesforce Connector for Kissflow Integration
We are thrilled to announce the release of the Salesforce Connector for Kissflow Integration. This robust connector lets you effortlessly connect and synchronize your Salesforce folders and files…
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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 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 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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Product Tip: How to configure impersonation access to service accounts to specific and all flows in Kissflow
Watch this video to understand how you can configure impersonation access to service accounts to specific, and all flows in Kissflow. Impersonation in a service account is the ability to act on…
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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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Product Tip: How to import data in a dataset in Kissflow
Watch this video to learn how to create a new dataset from a CSV file or import data from a CSV file into an existing one. Check if your CSV file meets the following requirements before importing…
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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 the process settings, click the Manage button > Settings.…
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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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Product Tip: How to reassign an in-progress item in Kissflow
You can reassign items to another approver if you are a Process admin or workflow step approver. Let's consider a Travel reimbursement process with two approval steps:…
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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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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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Introducing Sort in Chart Report
We are excited to announce that we have added a new capability in Kissflow Analytics - the ability to sort data in chart reports. Previously, data in chart reports was plotted based on how the data…
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Creating and using board views
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.…