BaxEnergy

How To Use the Reports Module

How To Generate a Faults and Maintenance Report

How To Generate an Efficiency Report

How To Generate an Executive Portfolio Report

Reports Calculations

How To Create a Custom Report Template

How To Create a Custom Report

How To Delete a Custom Report Template

Custom Report Template Widgets

Reports

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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