Origin Financial Flow Example: Analyzing spending reports
Preview this Origin Financial user flow: Analyzing spending reports. Explore the opening screens.
Preview these flows
Reviewing cash flow, spending, expense, income, and transfer reports via sequential dashboards with charts, tables, and filters in Origin Financial
Related user flows
From an agent trace viewer showing a completed session recording and event timeline, the user opens a bug report modal to select an issue category and enter a description
From a transaction detail page, open fraud report modal to select status and type then submit, returning to detail view showing updated fraud report status
User accesses the Reports dashboard via admin navigation and views KPI metrics, filters, and time-series engagement charts across multiple content tabs with frequent empty states
Viewing empty agent analytics dashboards showing resolution rate, satisfaction, chats, and messages with date filtering and onboarding prompts
Explore the full SaaS flow library
Browse the full SaaS flow library.
Trusted by the best teams
