Features
Plan Availability:
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Intermediate
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Elite
These short tutorials demonstrate how to use templates to create excel-based reports in FYI.
Creating Excel Reports
Watch this tutorial to learn how to create excel reports from master FYI templates and deliver practice insights in real time.
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Creating Excel Reports from Automations
Watch this tutorial to learn how to create excel reports from a custom process.
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/hc/en-us/categories/360001063892-Getting-Started
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Getting Started
Start a free trial, navigate FYI, and learn the essentials.
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/hc/en-us/categories/360002374291
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Learning Resources
Access our library of video tutorials, guides and learning paths.
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/hc/en-us/categories/360003063191
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Onboarding
Configure FYI, migrate documents and onboard your team.
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/hc/en-us/categories/360000958432
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Platform Admin
Configure users, practice settings, manage your FYI plan and more.
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https://fyi.app/automation-library/
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Automation Library
Ready-to-go automations for a range of processes used in practices.
Automation Library, New Collaborate, Tasks, Templates, FYI Desktop