Building Metrics and Statements with Reach Reporting

Below are a couple of images to help you see the different abilities within the metric/statement builder. You can also check out this Knowledge Center article for more on Metric Builder Shortcuts.

When Building Metrics and Statements, You Can:

Add Custom, Date Range, or Non-Date Columns

Filter by Class/Dept on Columns and Rows

Easily change column types

Show/Hide Columns and Rows

Sort ascending or descending

Map/Re-Arrange Rows

Format cells

Add Data/Account Rows/Reference Data-sheets.

Add Custom Rows

Perform Calculations

Add Display Options

Preview and Additional Settings

Depending on whether it is a Metric or a Financial Statement, the additional setting options will be different.

Metrics

Type Options

Table
Column Chart
Line
Bar
Scatter
Pie

Table Type

Multiple Titles
Only show non-zero values option
Striped Rows
Columns Lines

Chart Options

Multiple Titles
Stacked Charts for column and bar types.

Axes

Invert
Format X, Y, and Right Y axis
Set min and max for Y axis

Data Series

Mix chart types
Set Colors
Set Axis

Value Labels

Enable
Format

Legend

Enable
Format

Goal Lines

Enable
Customize
Not available on Table/Pie chart.

Build Metrics Faster

You can create columns separated by Classes/Departments with a single click, when building new metrics or adding columns to existing metrics. This provides faster insights with no extra setup.

Multi-Select in Data Picker

Users can quickly select a range of accounts by holding down the shift key while clicking. This simplifies the process of data selection, saving time and improving overall workflow efficiency within the data picker interface.

Right Click to Insert Columns

Users can insert new columns effortlessly by right-clicking on column headings, akin to the existing functionality for rows. This simplifies data organization and enhances user efficiency within spreadsheets.

Show Zeros in Bar Charts

The Additional Settings > Advanced allows users to display 0 values on Bar charts, providing users with more comprehensive data visualization options.

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Building Metrics and Statements with Reach Reporting

Main features within the editing/creation of metrics and statements.