Newcourse Communications

Understand the reporting tools available in ncConnect.

Reports overview

Generate a standard report from ncConnect.

How to run a report

Select the best report output format for your needs.

How to choose PDF, Excel, or CSV format

Adjust report date ranges so ncConnect returns the correct activity.

How to set report date ranges

Review common ncConnect report options and when to use them.

Common report types

Use File Image Listing to confirm return PDF naming and image activity.

How to use the File Image Listing report

Confirm that return PDF or image files were created and sent.

How to confirm return PDF/image files

Use File Image Listing together with FTP Information to verify returned image files.

How to compare File Image Listing with FTP Information

Request a new ncConnect report or enhancement when standard reports do not meet your needs.

How to request a new report

Marlaya Peace

Centralized management, real-time monitoring, and workflow control

Reports & File Tracking

Create a custom design with text, images, and links

Website

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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.

{appName} in 60 seconds

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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