July 23, 2020 | Budgeting/Forecasting, Right Click, Other Improvements. New Features and Updates
Budgeting/Forecasting, Right Click Ability, Other Improvements | Reach Reporting
* Budgeting and Forecasting are Now Available
Now you can create budgets and forecasts directly in Reach Reporting. Simply go to the Budget/Forecast icon located in the lower left after opening a company.
Follow these steps:
Simply go to the Budget/Forecast icon located in the lower left after opening a company.
- Create your Budget/Forecast. Right-click to add custom rows to use as drivers to have calculations to get the end result, just like a spreadsheet. Add pre-fill data for your company or by class.
- Then access your data when adding new columns or changing existing columns within a metric/statement to reference your budgets.
- Make sure you choose the column type, set the date range, and choose the correct budget you want. Then build and use your budgets to show future plans or budget vs actual. Set live dates to have budget dates move forward as each month goes on so you can always show the "next N months."
4. Click on the budgets icon again anytime to update your budget/forecasts.
*Right Click on a row to insert a new row or delete
*Ability to Save and stay editing a metric/statement. (Save, Save, and Close)
*Quicker access to rearrange columns: simply select the full column, and then you will have access to move/rearrange that column without having to select the edit pencil.
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 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 firstname.lastname@example.org, 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.