1. Knowledge Center
  2. Metrics/Statement Builder

Classes, Departments, and Locations

Classes, Departments, and Locations Class and department filters for QuickBooks Online, QuickBooks Desktop, and Xero.

QuickBooks Online, QuickBooks Desktop, and Xero integration with Reach Reporting

 

 

If your company is synced with Class or Department data, you will see a funnel filter that is available when editing a statement or metric.  It is located at the top of each column that is a "Data" type.

You can select the gear icon to change between column types.

Simply click the funnel to filter by class/department. If the filter is red, it means that the column has filters applied.

 

spreadsheet filter additional filter

 

You can also filter a row by class by selecting the gear icon next to a row. This will override filters applied to the columns for that row.

 

spreadsheet filters

 

QuickBooks Desktop: Turning on Classes/Departments

In order to sync Class data in QuickBooks Desktop, you need to make sure the settings within the Desktop Connector have Classes turned on.  This Desktop Connector is downloaded and run on your computer and is used for syncing all of your desktop companies.  

 

company settings

 

Once you turn on these settings, you can re-sync your company.  Syncing classes is turned off by default because it takes much more time depending on the number of classes that are being used in your company file.

To set up a filter override that can be used on a dashboard and also in a report for quick changing- see https://knowledge.reachreporting.com/display-options-class/dept-filter-override

 

Go to the Reach Reporting app>

ARE YOU NOT CURRENTLY USING REACH REPORTING?

learn more at reachreporting.com

We are dedicated to helping you.

- Need Additional Help?

Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game. 

We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting. 

We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated. 

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.

Or schedule to join our onboarding webinars


Foundations Webinar

Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing support@reachreporting.com, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust. 

Need more access to Reach Reporting Resources?

Reach Reporting has a wealth of knowledge and a robust online community to support you as you create reports that provide powerful insight. Please look into the following resources.

Reach Reporting Blog: We add blogs to our site every month to give you great information in a fun and friendly manner.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page

Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.

We look forward to helping you build insightful reports,

The Reach Reporting Team.