How To

Master Joiin with our How To Articles, offering quick, practical tips for using our financial consolidation reporting software. Simplify tasks, boost efficiency, and unlock advanced features in minutes.

How to add a new user to a specific group of companies.
Using Joiin's 'Fine Grained' user controls, you can restrict invited users to specific companies or groups of companies connected to your Joiin ...
Thu, 26 Jun, 2025 at 12:14 PM
How to connect to Power BI
This article will guide you through the straightforward process of connecting Joiin to Power BI using our API key. 1. In your Power BI, create a new Bl...
Thu, 26 Jun, 2025 at 4:49 PM
How to hide reporting currency symbol.
Please follow the below steps to hide your currency symbol in your reports. 1. Select the settings cog the top right hand corner of the page. 2. He...
Mon, 14 Jul, 2025 at 9:24 AM
The New Joiin Reporting Experience is here
Introducing the All-New Report Packs Transform Your Financial Reports Into Professional Presentations. Say goodbye to piecing together reports from multi...
Thu, 14 Aug, 2025 at 5:23 PM
How to copy Layouts across clients
Need to use the same report layout for multiple clients in Joiin? Our "Copy to Client" feature makes it quick and easy to duplicate your existing ...
Sat, 19 Jul, 2025 at 12:25 PM
How to add notes to report packs
Adding notes to your Joiin report packs allows you to provide context, explanations, or commentary directly within your reports and charts. This helps you t...
Mon, 21 Jul, 2025 at 10:38 AM
How to change your report filters in Saved Reports
You can quickly update filters on any saved report to refine the data you see. Follow these steps to adjust your report filters in Saved Reports. A top ...
Thu, 14 Aug, 2025 at 2:20 PM
New Reports - Quick Tips
TABLE OF CONTENTS Overview Saving and Favouriting Reports Overview We’ve made big improvements to reporting in Joiin, with more flexibility, sav...
Thu, 14 Aug, 2025 at 5:26 PM