1. Knowledge Center
  2. New Features and Updates

New Updates Summary

April 11, 2023

New Features April

Learn how to use the new  Trailing Average option in budgets pro, as well as how to tie a goal line to a cell in your metric. We have also added the ability to highlight your current book month on statements or in a table metric.

New Months Ended Title Tag

 Try out our new _N_ Month ended (based on fiscal year) title tag.

Metric/Statement Builder Zoom


Now you can zoom in or out for tables in the metric builder, making it even easier to work with your data.

Cash Flow Statement for CSV Trial Balance

Now when using a CSV Trial balance as a data source, we automatically calculate your Cash Flow Statement.

March 13, 2023

New Features March | Hide Actuals After Book Month

Simplify reporting by showing only closed periods during your fiscal year and have your visuals and statements update columns automatically as time goes on.


Smart Column Formulas

Manual calculations can be time-consuming and error-prone. Did you know that you can streamline your bookkeeping process with smart formula columns?

Our comprehensive video tutorial will show you everything you need to know about using smart formula columns. Level up your skills and save time and effort in the process.



Jan 20, 2023

New Features January | Budgets Pro

Check out the new budgets pro feature. We have updated Reach's budgets to be even more powerful, now you can use a linked data sheet as well as new algorithms to drive your forecast.


Dec 14, 2022

New Features December

Now you can use live text inside of a dashboard to show focus on specific accounts. We have also added the ability to add page breaks to a statement so you can choose how a statement shows up on a report.


October 6, 2022

New Features October 

CURRENCY CONVERSION is now live for consolidations. Learn how to use the new tool to help you combine multiple companies from different currencies into one.



Learn how to use other tools in a Consolidation

Be sure to visit the knowledge center or view our tutorial video to learn more about how to use consolidations in Reach. Below are some other helpful videos we recommend.



September 12, 2022

New Features September

Learn how to add missing accounts back to unlocked statements and how to use and access the newly updated Datasheets


Set Transparency to Report Theme Colors

You can now set transparency to report theme colors giving you even more creative freedom in your report building. https://knowledge.reachreporting.com/theme-color-in-the-report-builder

color selector



Aug 1, 2022

New Features August 

Learn how to use our new budget features like default budget and budget rows.



New Trendline Setting 

Now you can choose to ignore trailing zeros when creating a trendline. This is helpful when plotting a trendline for the full year with only half the year actuals.



trending graph


reach reporting spreadsheet


Invert Negative Styles

You can now invert negative styles for data series, allowing you to swap the colors for accounts such as expenses and COGs

additional settings


Hide Data Past the Book Month

You can now choose to hide actual data that is past the book month.  This ensures that data in the current month is never visible even when showing financials for the full year.

company profile




May 12, 2022

New Features May 

Learn how to use the newly added Dashboard date override and Excel export.

New Template Section 

Check out our new template section to view templates you have created in Reach and Reach Default templates. Also, try the new search feature to quickly find the metric, dashboard, or report you are looking for.

financial dashboard

Hide Inactive Accounts on QBO

You can now hide inactive accounts for QBO so they don't show on statements.

company general settings

Negative Metic Color Formatting

You can now enable negative color formatting for metrics.

P&L Net Profit Graph



March 22, 2022

New Features March 

Learn how to use the newly added Dashboard Dividers, as well as how to use the export to excel feature within Dashboards and Reports.


Dashboard Client Portal and Publish Icons

Quickly see what dashboards you have published or included in the client portal with new icons on dashboards.

financial dashboard


February 16, 2022

New Navigation 


New Title Tags

New book month title tags are now available.

financial additional settings

 Overlap Value Labels

For when your data values disappear on your charts 

additional settings

Notice how some value labels are missing with this setting turned off.

current assets



November 19,2021

New Metric Data Type (ACTUAL V. FORECAST)

We have added a new column data type for actual vs forecast, allowing you to quickly create metrics that use actuals and forecast and change as your book month goes forward.

Account Number Toggle

account number settings

You can choose to have account numbers enabled or disabled for Quickbooks. This option can be found here in the company settings.

Set Company Default Budget

You can now set a company default budget in the company settings here:budget and forcasting

Updated Dashboard Embed Code

We have updated the code used to embed dashboards to make some minor enhancements. As well as allowing the change of dashboard background colors to better blend in with your site or any place you embed your dashboards.

November 1, 2021

New Client Portal

Smart Formula Column

Now when using formulas throughout a column in a locked statement, it will copy formulas to new rows added via charted accounts in your bookkeeping software.

Locked Column Headers

Better Dashboard Scaling 

New Google Sheets Update

You can now bring in more data using our google sheets integration.


September 1, 2021

New Client Portal



August 16, 2021

New Features August:

Edit Metric in New Tabs

Now when editing a metric, it will open a new tab helping speed up metric editing and help with version control, as only one user can edit the same metric at the same time.

Additional Table Metric Settings

Added new settings to table metrics that are familiar to the statement's additional settings. 

Hide Data Labels on Trendlines 

You can now hide data labels on trendlines, helping make your charts more readable and more quickly digestible.

July 1st, 2021

New Feature: Trendlines

Trendlines are here make sure to check out the video below to learn how to use them.


May 12th, 2021

New Feature: More Striped Row Settings

We have added some additional settings for striped rows for tables. Be sure to check them out in the metric builder.

New Feature: Company Settings

Check out the new company settings section.


April 13th, 2021

New Goal Line Settings

Check out some of the new features we have added when creating and adding goal lines to your metrics.


Introducing Live Table of Contents

We have added the ability to add a live Table of Contents to your reports watch the video below to learn how to this new feature.


March 2th, 2021

New Special Metrics

Unique Metrics have been added as a new metric preset. These unique metrics make it easy to create metrics based on Top Expenses, Top Customers, and other Top account Performer metrics. 

Add Company Logos to Statements

You now have the ability to add company logos to statement pages next to the statement's title. 


January 20th, 2021

New Waterfall Metric

We have added a new waterfall metric watch this short video to learn how to use this new metric.


January 12th, 2021

Area Charts

financial area chart

Now within the additional settings, you can change line charts to area charts within the data series settings. As well as adjust the opacity.

New Budgeting with Excel

We have added a new budget with an Excel feature.

New Premium Reports

Make sure to check out the new premium report templates we have added. You can view them by going to reports and selecting add new report. All reports have been made to auto-populate with your bookkeeping data.


November 12th, 2020

Export To Excel for All Metrics and Statements

financial spreadsheet

This new feature will allow you to quickly export any of your custom-built metrics or statements quickly to Excel. Exporting to excel will keep all your custom formatting and allow you to quickly use any statement, budget, or metric built within Reach to be used in Excel. To do this, open any metric or statement to access the builder and click the new export to Excel button in the upper right.

November 6th, 2020

New Report Settings, Live Logos, and Always Visible Rows Settings.

New reports settings let you easily change and edit your company logo, company name, prepared data, and disclaimer. We have also added live logos allowing you to easily include logos on a report without having to update them one by one. New visible row settings allow you to choose what rows are always visible even if you are hiding zero-value rows.


Learn More at reachreporting.com

October 30th, 2020

Updated Allowed Logo and Image File Types

Images and logos have to be of one of the following types, which are the types allowed by Reach Reporting.
• PNG 8 bits
• PNG Black and white


Learn More at reachreporting.com

October 12th, 2020

NEW Updates October 12, 2020

This week we added these new features:
• Report Theme Color
• New Pie Chart Settings
• New Budgeting Tool
• Added New Video Tutorials Section


Learn More at reachreporting.com

August 7, 2020

Conditional Formatting

Added New Conditional Formatting feature within metrics and statements.

Learn More at reachreporting.com

July 24th, 2020

Google Sheets Integration. -BETA

Now connect google sheets data to use within Reach Reporting.

Learn More at reachreporting.com

July 23rd, 2020

Budgeting/Forecasting, Right Click, Other Improvements.

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.


Learn More at reachreporting.com

July 14th, 2020

Edit in Full-Screen, Format Painting, Other Improvements.

Now anytime you edit a metric or statement, you will have the ability to use full screen. Simply go to the upper right corner while editing and click the full-screen icon. To exit from the full-screen, click the icon again.


Learn More at reachreporting.com

June 19th, 2020

New Financial Visual Reporting Templates

To access these financial visual reports, go to Reports and select "Create New," and then you will be able to access these templates.


Learn More at reachreporting.com

June 5th, 2020

White Label Improvements for Reach Reporting

This week we added these new improvements to our white label:
• Filter Row by Class/Department
• Color Palette Enhancements


Learn More at reachreporting.com

image.pngreach reporting spreadsheet