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
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.
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
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.
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.
Hide Inactive Accounts on QBO
You can now hide inactive accounts for QBO so they don't show on statements.
Negative Metic Color Formatting
You can now enable negative color formatting for metrics.
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.
February 16, 2022
New Title Tags
New book month title tags are now available.
Overlap Value Labels
For when your data values disappear on your charts
Notice how some value labels are missing with this setting turned off.
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
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:
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
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
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.
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
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
August 7, 2020
Added New Conditional Formatting feature within metrics and statements.
July 24th, 2020
Google Sheets Integration. -BETA
Now connect google sheets data to use within Reach Reporting.
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.
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.
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.
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