Adding Google Sheets data is simple & takes only a few minutes. Create comprehensive metrics, KPIs, and reports combing your financial and non-financial data directly from Google Sheets.
* 4-minute video overview
To connect Google Sheets data to use within Reach Reporting follow these steps:
Step 1. Simply go to the "Sheets" icon located in the lower-left after opening a company. In the pop-up display select Google Sheets tab.
Step 2. Connect and authenticate a Google account to allow Reach access to view a Google Sheet.
Step 3. You can download and use the Reach reporting template. You can also use your own Google Sheet, just make sure to follow the formatting rules below. If you use the template, remember it is view only, so you need to make a copy of it.
- Cell A1 should be an "Id" column. “Id” is a unique identifier corresponding to each row in a Google Sheet. A unique Id can be anything if there is not one currently being used. In short, no duplicates and every row needs a corresponding “Id”.
- Cell B1 Should be a "Name” column displaying names of the data you put in each row under “Date” columns.
- “Date” columns should be labeled as dates (Jan 2020) where the month and the year are displayed. There must not be duplicates.
- The dates must also be formatted as "Date" within the Google Sheet.
- Optionally, you can add additional “non-date” columns describing your data (such as departments, starting and ending dates, URLs etc.)
Step 4. Once you've connected your Google Sheet, you'll have access to its data throughout the Reach Reporting software. To include the data in your report or dashboard, simply click on the "Add Data/Rows" button in the metric builder. A pop-up display will appear, where you can select the desired data to be visually presented in your report or dashboard. After making your selections, click "Save". Similarly, you can also add additional "non-date" columns to provide more descriptive information about your data. Click on the "Add Columns/Dates" button and choose the Google Sheet (non-date columns) option from the drop-down menu. Then, select the Google Sheet and the specific column from which you want to pull data.
Step 5. If you make changes to your Google Sheet, make sure to update your reports and dashboards. Simply click the “Sync” button next to the Google Sheet that has been changed.
Who can access it?
Once you authorize a google account, it is tied to your Reach Reporting login. That way it is authorized to use by any company you have access to and is specific to you.
- Other Team Members can't use your Google Account to connect a google sheet.
- Team Members can sync any existing Google Sheet that is connected to the company.
- Team Members can authorize their own Google Account to connect additional sheets.
- A Google Sheet can be used in multiple companies.
If you are having trouble connecting a google sheet.
Try this: Remove any connected accounts
NOT CURRENTLY USING REACH REPORTING?
ARE YOU NOT CURRENTLY USING REACH REPORTING?
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 email@example.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.
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.