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Reach Reporting
United States
Приєднався 6 бер 2019
Reach Reporting makes financial reporting, forecasting, and budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes.
Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Once set up with Reach, your reports and dashboards are dynamically updated as data flows in each month.
Automated reporting with Reach is the smart way to visualize your data in just a few clicks. Easily create amazing reports and dashboards to get real-time insights.
Financial managers and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Once set up with Reach, your reports and dashboards are dynamically updated as data flows in each month.
Automated reporting with Reach is the smart way to visualize your data in just a few clicks. Easily create amazing reports and dashboards to get real-time insights.
Reach Reporting Quick Overview
Discover the unparalleled capabilities of Reach Reporting.
Our intuitive client portal features automatic conditional formatting, enabling effortless identification of critical areas. Seamlessly convert financial data into any currency in moments and streamline reporting by consolidating multiple companies. Choose from a vast library of templates to create the ideal financial presentation, or customize templates to meet your unique needs-even start from scratch. With AI-enhanced reporting, transform into an analytical expert, delivering comprehensive insights across all your data. Experience the Reach Reporting difference today at reachreporting.com.
Our intuitive client portal features automatic conditional formatting, enabling effortless identification of critical areas. Seamlessly convert financial data into any currency in moments and streamline reporting by consolidating multiple companies. Choose from a vast library of templates to create the ideal financial presentation, or customize templates to meet your unique needs-even start from scratch. With AI-enhanced reporting, transform into an analytical expert, delivering comprehensive insights across all your data. Experience the Reach Reporting difference today at reachreporting.com.
Переглядів: 18
Відео
Live Text
Переглядів 1214 годин тому
Today, we are going to guide you through the process of adding live text to your reports and demonstrate how this feature can significantly save you time and improve efficiency. Live text is a dynamic feature that ensures the content in your reports remains up-to-date automatically. As your accounting software updates with new data, live text will reflect these changes without requiring manual ...
Company Settings
Переглядів 2114 днів тому
In this video, we will review some new company settings we've added. To get started, go to your workspace home, where you'll see the option to access company settings. You can also use the side menu by selecting the hamburger icon. In this pop-up, you can edit general company settings, report settings, and change the default titles on financial statements. In general settings, you can modify th...
Connecting a Company
Переглядів 2114 днів тому
To connect a company, select the group you want to add it to, then select "Add Company." Reach Reporting currently connects with QuickBooks Desktop, QuickBooks Online, Xero, or Gusto. You can also upload your own CSV file. Each option has a setup guide. For this example, we will add a Xero company. Click "Connect to Xero," log in, and authenticate the app's access. After clicking "Allow Access,...
Consolidations
Переглядів 3214 днів тому
In this video, we will show you how to consolidate your company within Reach Reporting. First, go to your workspace home. Once there, you will see a "Consolidate" button in the upper right. Click it to open the consolidation menu, where you can select the companies you wish to consolidate. Note that you can only consolidate companies from similar bookkeeping software, for example, QuickBooks De...
Report Elements
Переглядів 1814 днів тому
Today, we are going to review the different elements you can add to your reports. First, let's open up a report. Once inside, you will see a list of elements in the toolbar on the left. Metrics and statements allow you to add charts, tables, financial statements, and other visual graphs to your reports. You can add custom images to your reports. To do this, you can choose from any images you've...
Statement Templates
Переглядів 2814 днів тому
To save any statement as a template, go to the statement you wish to save, click the hamburger menu, and select "Save as Template." After selecting "Save," you can choose where to save your template and which work groups or companies will have access to it. To save statements, click "Add Metric," then choose "Manage My Template." You can see all the metric and statement templates you have saved...
Waterfall Charts
Переглядів 1814 днів тому
In this video, we will delve into the various options available for waterfall metrics. Waterfall charts provide a unique way to visualize changes in data over time, and understanding how to customize them can greatly enhance your data analysis. When you are in the metric builder, you can easily switch the chart type to a waterfall chart by selecting the bottom graph icon. This feature allows yo...
Getting Started with AI Enhanced Reporting
Переглядів 504Місяць тому
We are thrilled to introduce our new A I-Enhanced Reporting feature. This feature allows you to quickly analyze reports and dashboards, adding more insights to your reporting. To get started, ensure that your Workspace owner has enabled A I Reporting in the workspace settings. Once activated, you can enable A I for individual companies by opening the company settings and turning it on. After en...
Introducing AI Enhanced Reporting
Переглядів 273Місяць тому
✨ Introducing AI Enhanced Reporting ✨ Start getting insights into your metrics and statements in seconds. Analyze any dashboard or report. AI-enhanced reporting and advisory boost insights and help you serve more clients. Start a free trial at reachreporting.com
Managing your Chart of Accounts in Budgets Pro
Переглядів 137Місяць тому
In this video, we will cover the various options available for managing the chart of accounts in Budgets Pro. First, you can delete any chart of account sections by clicking the pencil icon, selecting the rows you want to delete, and then clicking the trash can icon. If any accounts have been deleted or are missing, you will see a warning icon. You can click this icon to view the missing accoun...
Rows and Columns
Переглядів 883 місяці тому
In this video, we will review how rows and columns work in Reach Reporting. In the metric or statement builder, you will have a couple of different options for rows and columns. let's start with rows, if you would like to delete rows, you can click the pencil icon above the first column and select rows to delete, then click the trashcan icon. To the left of the pencil icon is the expand and col...
Google Sheets in Budget Pro
Переглядів 4043 місяці тому
In this video, we will go over how to add a Google sheet to Budgets pro. In order for this to work you will need to make sure that you have a Google sheet connected that matches the same time frame as the budget you are trying to add it to. Once you open up your budget, you will want to navigate to the data sheets tab, now when clicking the add row button, you will see the new Google sheet opti...
Client Testimonial with Ryan Forrestal of Westport Financial
Переглядів 414 місяці тому
Client Testimonial with Ryan Forrestal of Westport Financial
Live Reach Reporting Demo with Ryan Forrestal of Westport Financial
Переглядів 2144 місяці тому
Live Reach Reporting Demo with Ryan Forrestal of Westport Financial
Expert Series: Ben Cooper of Amplify Business Talks Reach Reporting
Переглядів 2577 місяців тому
Expert Series: Ben Cooper of Amplify Business Talks Reach Reporting
Expert Series: Nikole Mackenzie of Momentum Accounting Talks Reach Reporting
Переглядів 3258 місяців тому
Expert Series: Nikole Mackenzie of Momentum Accounting Talks Reach Reporting
Dave Willson of ProvenCFO Talks Reach Reporting on The Entrepreneurs on Fire Podcast
Переглядів 2419 місяців тому
Dave Willson of ProvenCFO Talks Reach Reporting on The Entrepreneurs on Fire Podcast
Multi level class structure - upload is a challenge - where can i find this information?
Hi there! The Class ID should match exactly as you have it in QB or Xero. If sub class names are identical you may want to look at adjusting those names in your bookkeeping to be a bit more specific. The Class ID should only contain the Parent Class or Sub class, but never both. Hope this helps! Feel free to contact our team with any additional questions.
Promo SM ☀️
'promo sm' 😳
This is a great addition to Budgeting and Forecasting, and will save a ton of time budgeting and reporting on Departments.
More of a commercial than training
This is going to save me a lot of time.
Thank you @forecastonpurpose for shareing your knwoledge with us!
I don't think anyone realizes how huge it is that the app now syncs with tracking categories in Xero.
🔥