How-to Guides

Step-by-step walkthroughs to achieve specific goals

• How to Connect ServiceTitan To Wink Reports
• How to Annotate Data on a Wink Report
• How to create multiple views of one Dashboard
• 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