1. Knowledge Center
  2. New Features and Updates

New Updates Summary

June 11, 2024

✨AI Enhanced Reporting ✨

Your month-end close process just became faster with the help of AI built into Reach Reporting!
Tell a story about your data in one click. Simply analyze any metric or statement and provide actionable insights.
  • Create a month-end summary.
  • Detect trends and make better-informed financial decisions.
  • Provide data-driven recommendations.
  • Save hours of your time.

Managing Chart of Accounts in Budgets Pro

Learn how to update Budgets PRO when your Chart of Accounts changes

XERO Bank/Credit Card Mapping

Screenshot 2024-06-07 120053

You can now map your bank/credit cards for Xero companies.

May 14, 2024

Email Notifications to Client Portal Users


Enhance your client experience with our new alert client function. Effortlessly notify individual clients or broadcast updates to your entire client base directly from the client portal.

Reset Demo Company


Easily refresh the data within your demo company directly from your company settings. The demo company is best used to test and showcase what is possible. This can be accessed in the upper right menu. 

Keyboard Shortcuts in Metric/Statement Builder

Checkout some of our newly added keyboard shortcuts that can be used inside the metric and statement builder HERE

April 9, 2024

Hide Zero Value Rows in Budgets PRO


Our new Hide Zero Value Rows feature in Budgets PRO simplifies your financial planning. Now, with just a click, you can hide all zero value rows, making your budget clearer and easier to analyze.


Bold Icon Easy Access


This enhancement allows users to quickly bold values or text within the metric and report builder, simplifying the process of highlighting essential data.

Mar 19, 2024

Google Sheets in Budgets Pro

Now, with the enhanced capabilities of Google Sheets, you can seamlessly integrate an even broader array of data into your budgeting processes. By effortlessly linking your data from Google Sheets, you can efficiently incorporate it into your budget, facilitating more comprehensive financial analysis and decision-making.

New Align Options

Align settings-1

The report builder now offers new horizontal and vertical distribution options in its align settings, allowing users to easily arrange elements with precision. These features streamline design, saving time and effort while improving the overall appearance and readability of reports.

Multi-Select in Data Picker


The latest update to the data picker feature brings a handy improvement: the shift-click functionality. Now, users can quickly select a range of accounts by holding down the shift key while clicking. This enhancement simplifies the process of data selection, saving time and improving overall workflow efficiency within the data picker interface.

Right Click to Insert Columns


Users can now insert new columns effortlessly by right-clicking on column headings, akin to the existing functionality for rows. This update simplifies data organization and enhances user efficiency within spreadsheets.

Show Zeroes in Bar Charts

Screenshot 2024-03-18 144123

The latest update introduces the ability to display 0 values on Bar charts, providing users with more comprehensive data visualization options.


Feb 13, 2024

Client Portal List View


Simplify organization and unlock a world of convenience with our client portal featuring tailored access with folders and now a list view option for easier viewing

Copy and Paste Cell Formatting

Improve the metric and statement building experience with our intuitive copy-and-paste cell formatting feature. Simply copy and right-click or use the shortcut Ctrl+Alt+V.


Jan 16, 2024

Linked Data Sheet templates

Our latest update revolutionizes data management by integrating a connected data sheet with any dashboard or report. Create and save any template with a connected data sheet, which can be effortlessly transferred and applied across different companies, streamlining the report building process.  Save hours, enhance your reporting capabilities and explore new supplementary reports and dashboards in our template library.

Become a Reach Reporting Pro!


A Preferred Partner is a master of the Reach Reporting tool, giving their clients an expert to turn to for all things financial reporting and planning. Earn your Reach Reporting Preferred Partner Badge when you visit the video tutorials section and watch all 9 "Learn the Basics" videos.


Dec 4, 2023

Multi-Year Budget Grouping



This multi-year budget feature lets you easily group different yearly budgets, creating a comprehensive overview for long-term financial planning. By grouping budgets from various years, you can manage and compare them more efficiently and even set a group budget as your default for streamlined reporting and metric analysis. This tool simplifies tracking and adjusting multi-year financial strategies, enhancing your ability to make informed decisions based on trends and changes over time.


Nov 14, 2023

Filter by Class/Department in a Consolidated Company


The new filter by class/department feature in a consolidated company allows users to segment and view financial data by specific departments or classes within the organization. This enables more granular analysis and reporting across different segments or units of the larger consolidated entity.

For Xero users, this will allow Reach to integrate with Xero tracking categories.


Oct 10, 2023

Adding Unlocked Statement Templates

An unlocked statement allows you to manipulate the financial statement row structure so that you may present the data in a unique way. With this new feature, you can keep a statement unlocked while bringing a template into a different company.



New Page Break Options

We have added some new options when it comes to page breaks. You now have the option to use specific row numbers or break up statements based on statement sections.

Spelled out option for N months ended Live Text

Now you can choose to have numbers spelled out when using "N Months Ended" live text. This gives you the ability to customize your reports even more with minimal effort.


Sept 22, 2023

Introducing 3-Way Budgets and Forecasts

Watch our two videos below to learn more about this NEW 3-Way Planning and Forecasting feature.

A complete picture of a business trajectory.
Connected P&L, Balance Sheet & Cash Flow Statement.
Automated cash flow forecast.
Makes complex business planning simple.
Up and running in just a few minutes.


August 8, 2023

Filter live text in a report by class or department

Discover the incredible power of filtering your live text elements by class and department when utilizing live text in a report. 

Color Contrast Settings


You now have the ability to disable color contrast on chart metrics. This is the white or black outline seen on the selected chart metric and is easily toggled on or off in additional settings.

July 10, 2023

Invert a metric table or chart

We have now added the ability to invert your rows to columns. This can be helpful when wanting to showcase your data grouped by account rather than dates. Watch the video to learn more.

Paste as Values


You can now copy cells with formulas in them and paste them as numbers rather than formulas. To do this, you can right-click a cell and select paste as values or you can use the hotkeys CTRL+SHIFT+V on Windows or COMMAND⌘+SHIFT+V on Mac

June 12, 2023

Show Row/Account Titles After a Column

You can now change what column your account titles show after by using this new setting in the advanced section of table metrics, and statements.

New Title Tags

We have added two new title tags for Book Month Date Only & Prior Year Only

Disclaimers on Table Metrics

You can now add a disclaimer section for your disclaimer or notes at the bottom of a table metric

2FA for Workspaces

Workspace owners can now enable 2FA to all users and clients connected to a workspace.


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