Canopy

Introduction to Time & Billing Dashboards and Reports

Create a Billing Report (Legacy CRM)

Aged Receivables (AR) Summary

Aged Receivables (AR) Detail

Profitability Report (Billing)

Revenue by Client

Revenue by Service Item

Revenue by Team Member

Utilization by Team Member (Billing)

Hours Tracked by Client

Hours Tracked by Service Item

Hours Tracked by Team Member

Create a Time Report

Productivity by Team Member (Time)

Utilization by Team Member (Time)

WIP Report

Create a Work in Progress (WIP) Report (Legacy CRM)

Canopy Reports

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Terms & Conditions

Release Notes

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Google Data Use Disclosure

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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