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Reports, automation & integrations

Reports and report builders, workflow automation, webhooks, the API and external systems.

5 articles

Every guide in this category, in reading order.

Reports and report builders The reports that exist, and the two ways to build one that does not.
Dashboards and widgets Build the first screen you see out of the numbers you actually check.
Workflow automation Rules that do the routine part, so a person only handles the exception.
Webhooks and connecting other systems Send an event out of IDup the moment it happens, and check afterwards whether it arrived.
Utilities and housekeeping The tools that do not belong anywhere else — exports, imports, the media library, backups and…

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