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How-to Guides
Step-by-step walkthroughs to achieve specific goals
- Automations: How to use the Sharing URL Action
- How to share Custom Dashboards
- How to view data relevant to a particular person or client
- How to delete or update a record from your reporting data
- How to delete your account
- Allow Scheduled Reports to specify a different mail server
- How to use a "Column Helper" for conditional formatting
- How to create a Multi-Tab spreadsheet Report
- How to Export Wink Reports to PDF, CSV and SmartSheet
- How to Create a Dashlet
- How to decide when to use Value Source or Excel formulas?
- How to create a chart or graph from a report
- How to exclude rows from your Report
- How to share or restrict a report
- How to display a duration column as hours
- How to Format Text and Numbers
- How to Add a Formula Column to a Report
- How to pivot horizontally in the report designer
- How to change Wink Report Header text and background colours
- How to use the Wink Reports Email Schedule
- How to invite new users to Wink Reports
- How to add a new organisation to Wink Reports - subsidiary of existing organisation
- How to change your Wink Reports region settings
- How to add or change your Wink Reports Organisation logo
- How to change your Wink Reports password
- Manage Your Subscription
- How to Sign In to Wink Reports
- How to Share Dashboards
- How to direct link to a shared report URL?
- Exporting Reports to Google Services
- How to add a new client organisation to Wink Reports - for Business Advisors
- Collaboration
- Customising a report's date filtering
- How to Purchase Design and Support Credits
- How do I reset my Multi Factor Authentication?
- How to Create and Manage Snapshots in Wink Reports
- How to create multiple views of one Dashboard
- How to Connect ServiceTitan To Wink Reports
- How to Annotate Data on a Wink Report
Wink v2
- How to create a chart or graph from a report in Wink V2
- How to Add a Formula Column to a Report/Dashboard in Wink V2
- How to exclude rows from your report/dashboard in Wink V2
- How to View Documentation in Wink V2
- How to Automatically Resize Images in the HTML Widget in V2
- How to invite new users to Wink Reports in Wink V2
- How to Share Custom Dashboards in Wink V2
- How to pivot horizontally in the designer in Wink V2
- How to Sign In to Wink Reports V2
- How to change your Wink Reports region settings in Wink V2
- How to change your Wink Reports password in Wink V2
- How to add a new organisation to Wink Reports - subsidiary of existing organisation in Wink V2
- How do I reset my Multi Factor Authentication in V2
- How to create Saved Filters in Wink V2
- How to Export Reports into CSV or PDF in Wink V2
- How to change Wink Report Header text and background colours in Wink V2
- How to pivot horizontally in the report/dashboard designer in V2
- Creating a new user in Wink Reports
- How to use Pre-Built Templates in Wink V2
- How to Use Conditional Formatting in Reports and Dashboards in Wink V2
- How to share a dashboard in Wink v2
- How to Import a File into Wink V2
- How to Export Reports and Dashboards into CSV or PDF in Wink V2
- Designing Your First Report in Wink v2
- How to Import a File into Wink V2
- How to create a Doughnut Chart in V2
- How to create a Pie Chart in V2
- How to create a Map in V2
- How to Make an HTML Widget