These short tutorials demonstrate how to use templates to facilitate excel based reports.
Creating Excel ReportsWatch this tutorial to learn how to create excel reports from master FYI templates and deliver practice insights in real time. |
Help Centre
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Getting Started
Start a free trial, navigate FYI, learn the essentials.
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Learning Resources
Access our library of video tutorials, training webinars and masterclasses.
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Onboarding
Configure FYI, migrate your documents and onboard your team.
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Automation Library
Ready-to-go automations for a range of processes used in practices.
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