For report creation, install the FinBoard Google Sheets plugin from the Google Workspace marketplace
If you have already installed the plugin, follow below steps:
1. Open Google Sheet where you want to import the data
2. Ensure that your chrome browser profile is the same as your Google Sheets account
3. Open the plugin from the top bar (Extensions --> FinBoard plugin)
4. Click on "Create Report"
5. Select the report type, company, and other details specific to that report
6. Click "Create"
In couple of seconds, you would see that report in your Google Sheets. Report can be refreshed with the live data by clicking on the "Refresh reports" icon
