Display Options: Row Change Create a row that can change values and be used in equations and treated as a variable.
Display Options within Reach Reporting | Visual Finacial Reporting
The Row Changeability allows you to use a row to have multiple values that can be used in calculations. This results in a drop-down ability to see various calculated results.
Here is an example of what it can look like once it's set up.
Edit the metric or statement and then select "Display Options"
Under Row Change
Toggle this to on. Then Add various options. Make sure to add the title for each drop-down, or else this will show up blank.
The row number must be a custom row.
Once you have the row that you want to use, now you can apply a single value that will populate all cells within that row.
You can create multiple values and drag to re-arrange the values to order them in the drop-down.
Once you are done, make sure you save these changes here and then save the metric as well. Row Change drop-downs are available on dashboards within the client portal. Within reports, you can use the drop-downs to quickly change the metric or statement. You can also add the metric or statement as a template and use it within other companies. The settings you choose here will be available.
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
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.