Google Sheets Integration

Google Sheets Integration Adding Google Sheets is simple & takes only a few minutes. Then create metrics, KPIs, and reports directly from google sheets data.

 

Google Sheets Integration | Reach Reporting

*Now connect google sheets data to use within Reach Reporting.

A 2-minute overview of the Google Sheets integration.

Follow these steps:

Simply go to the "Sheets" icon located in the lower-left after opening a company.

connect to google sheets

 

Step 1: Authenticate a Google account to allow Reach access to view a Google Sheet.

 

connect to google sheets

 

Step 2. You can use the template or just make sure the Google sheet has the correct data name and month formatting. If you use the template, it is view only, so you need to make a copy of it.

 

formatting rules

Formatting Rules

  1. Cell A1 Should display "Id," and below all the Id's of the row should be displayed. There must not be duplicates. A unique Id can be anything if there isn't one currently being used.
  2. Cell B1 Should display "Name," and below, all the Names of the IDs should be displayed.
  3. Any other columns can be labeled as dates (Jan 2020) where the month and the year are displayed. There must not be duplicates. 
  4. The dates must also be formatted as "Date" within the Google Sheet

Step 3: Once you connect the Google Sheet, you can use this data throughout the Reach Reporting software.

Step 4: If you make changes to the sheet, make sure to simply click the sync button next to the sheet that has changed.

Who can access it?

Once you authorize a google account, it is tied to your Reach Reporting login, so that way, it is authorized to use by any company you have access to and is specific to you.

  1. Other Team Members can't use your Google Account to connect a google sheet.
  2. Team Members can sync any existing Google Sheet that is connected to the company.
  3. Team Members can authorize their own Google Account to connect additional sheets.
  4. A Google Sheet can be used in multiple companies.
If you are having trouble connecting a google sheet. 
Try this: Remove any connected accounts first:
connect an account
Then when you authenticate google, you need to select all the checkboxes. 
google sign in

NOT CURRENTLY USING REACH REPORTING?

learn more at reachreporting.com

Goto the Reach Reporting app>

ARE YOU NOT CURRENTLY USING REACH REPORTING?

learn more

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 an onboarding zoom call with Ryan Anderson, our Chief Architect, by going to the onboarding calendar

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.