Origami Risk Home
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Policy Periods in Reports
This video shows how to use Policy Periods for grouping in reports.
Mail Merge Reports
This video shows how to add reports as a mail merge across multiple records.
Distribution Lists and Reports
This video describes how to burst reports out to a group of people using Distribution Lists.
Report Periods - Custom Date Groupings for any Date Field
This video shows how to create custom date periods that can be used for grouping on any date field in reports and dashboards.
Replacing Users in Schedules
This video shows how to remove or replace a user from report, dashboard, report package and OSHA schedules
Exporting Reports To Excel
This video describes how to export to Excel and how Origami exports to Excel with optimal data formatting.
Events and Tasks relative to existing date fields
This video shows how to create events with tasks based on date fields already on the claim. As an example, this shows a task set for 7 days before the trial date.
Drill Down In Reports
This tutorial describes how to drill down from a summary report to a detail report to an individual document.
Publishing Origami data to Domo
This video describes how to publish data to Domo to create powerful visualizations.