--- title: New Updates Summary description: 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. You can now c --- [Skip to content](https://knowledge.reachreporting.com/new-updates-summary#main-content) ![Asset 1.png\]](https://knowledge.reachreporting.com/hs-fs/hubfs/Asset%201.png?height=22&name=Asset%201.png) Open main navigation Close main navigation - [Go to reachreporting.com](https://reachreporting.com/) [Go to reachreporting.com](https://reachreporting.com/) How can we help improve your Reach? - There are no suggestions because the search field is empty. 1. [Knowledge Center](https://knowledge.reachreporting.com/?hsLang=en) 2. [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates?hsLang=en) # New Updates Summary Sept 23, 2026 ### Workspace Defaults for Dashboards and Reports ### ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Sep-24-2026-10-19-04-7222-PM.png?width=682&height=317&name=image-png-Sep-24-2026-10-19-04-7222-PM.png)  You can now set default reports and dashboards for your entire workspace. Once set, every new client/company will automatically start with the same reports and dashboards, saving setup time and keeping everything consistent across your account.    ### Bullet Points in the Report Builder ### ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Sep-23-2026-07-50-14-9008-PM.png?width=670&height=298&name=image-png-Sep-23-2026-07-50-14-9008-PM.png) Bullet points are now available in the Report Builder. Break down key takeaways, action items, or monthly wins into clean, scannable lists your clients can read in seconds.    --- June 16, 2026 ### NEW INTEGRATION : Connect Digits to Reach Reporting ### ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Jun-15-2026-07-26-53-2149-PM.png?width=670&height=226&name=image-png-Jun-15-2026-07-26-53-2149-PM.png) Bring your Digits financial data into Reach Reporting with a seamless integration designed for accountants, advisors, and business owners. Connect your Digits account in just a few clicks to automatically sync financial data, build powerful dashboards and reports, and create accurate 3-Way Forecasts that link your Profit & Loss, Balance Sheet, and Cash Flow. Eliminate manual imports, gain deeper insights, and make confident decisions with up-to-date financial data in one place.  --- March 24, 2026 ### A Fresh Look, Same Powerful Reporting Reach Reporting just got a refresh. Enjoy a cleaner interface, smoother navigation, and a more streamlined experience designed to help you build, review, and share reports faster than ever.   ### ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-23-2026-09-54-40-9740-PM.png?width=670&height=260&name=image-png-Mar-23-2026-09-54-40-9740-PM.png) A More Seamless Client Experience Updates to the client portal make it easier for your clients to access what they need—helping you deliver a more polished, professional experience. ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Mar-23-2026-09-56-46-5948-PM.png?width=670&height=373&name=image-png-Mar-23-2026-09-56-46-5948-PM.png) --- Nov 11, 2025 ### Turn Dashboards Into Shareable PDFs ![reach-reporting-share-pdfs](https://ci3.googleusercontent.com/meips/ADKq_Nbn7T35WDuA9wmfdEzN5OlHSIJ77VjhB6_tBkPrTrqA6gJLfoIjDRPqiC16n2ld6u2qTd4CwlEfc9YBcTqDzA-znHFH2FAnPjMLGxPfVUfhVFUWtGFw1-PWwcm02JInaO-Afn_h4L93NaY5zB4OFyJ4aKIjvX3PeNaJHG3NWVhQWiY1WACllFv-a0dHOVZicbhv9bVj3LjPJ2J3zOyg8qFyEwnezLOrLNE=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/reach-reporting-share-pdfs.png?width=1200&upscale=true&name=reach-reporting-share-pdfs.png)   Need to share your dashboard? You can now export any Reach Reporting dashboard as a polished PDF. Simple, fast, and presentation-ready!   ### Filter Everything at Once ![reach-reporting-filter-everything-at-once](https://ci3.googleusercontent.com/meips/ADKq_NZ-4Q_akdqqjsavBxb6Frtv7vNBWFDI29PIOc8KRd1Em0VZCQc0Brr9oQIchi0v-tsMH55dmAhEegbY1xehbGuSIBMmh9kANUeU08OM1HB5EYznye5lBoCq5QK9R-12_JIIns-YYqfyyBnA7kj0qiPmLDmUNwvgX7a2h-INJt4mSdi03FQ-chx0VxrMLefQTK8AueiqwTzU0Ymr-Q1hD0_BJ4NbQSdxmbXwrPxRHzteeiad3FvFGeqheJjoccghG0GCp3Ky6xE=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/reach-reporting-filter-everything-at-once.png?width=1200&upscale=true&name=reach-reporting-filter-everything-at-once.png)   You can now apply class or department filters across your entire dashboard with one click!   --- O ct 14, 2025 ### Customize Your Chart of Accounts Like Never Before   Your reporting just got a significant upgrade! With the new Account Mapping Tool, you can easily group and rearrange your Chart of Accounts to match how you want to see your data. It’s flexible, intuitive, and built to make reporting your way as simple as possible. Try it now from your company settings. --- Sept 9, 2025 ### Budget Smarter Stay Synced   Budgets PRO now makes it easy to stay aligned with your chart of accounts, no manual rebuilds or second-guessing.   •  New reset option instantly realigns your financial statements • Warning icons flag unmapped or missing accounts • Manual values and row logic stay intact, no rework required --- Aug 19, 2025 ### NOW LIVE - Our 3rd AI Report Style ![3rd AI Report](https://ci3.googleusercontent.com/meips/ADKq_NbA9k3zEgx8Q1-qSX8oGIjvqPRQusyoRxTMtahsPjw1-c7Qh5xw02rD3OjFTUqtgXlbYT-zP3tKDJCAskBgl6kXr83bi_KEw2T3ug5y_JoB4MY568RUqIqIgeQq6PMoKQAhsSrD-fwtb1gTk_k9oycrfZR6uR5KYSKPon9Wvi_15ZwClF1T_ro8i2_lrx5Rk9fzSCBeya0=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/3rd%20AI%20Report.png?width=1200&upscale=true&name=3rd%20AI%20Report.png) More flexibility, the same smart automation—now better than ever.   We’ve added a brand-new third report style to give you even more ways to see your data your way. Whether you want quick insights, in-depth analysis, or a perfectly balanced view, we’ve got you covered.   [DOWNLOAD SAMPLE](https://clwmg04.na1.hubspotlinks.com/Ctc/T9+113/cLwmG04/VVQPKj92scL2N4D-GDM8h8ByW1TDTHt5Bgds0N5bb0gP5kBVzW50kH_H6lZ3mRW6gb4TG46VPt6VzsKDV2DP6XqW3Mvdwx2f56V5W1V7Vmh38js6PW7cZZWY5s8tCbW8n9D2x2LksDmW831Yqs2DmbZmW72qy1p8D3GD1W6Gy2hz5RjRcbW9ds0vh3QY5H8W5yNlXv8wx0fgW4QDT1L5VB7f1W11pfPw731cbXW6bnQN75k45hbW3pNqZJ8vbqvRW5SFQCD5h27hdW7QHTTz5vfmrjW9kyJc07NP3V5W92SB0h2J_yk5W4LRBpP5lT9BlW9dCQSC1FZQTNW3MzVpM3-ZFGrW71Ng8F8z3zBGW7q3NNW2pDHQqW68MXqQ82ywGYVNdfHw1WPd3BW2Jt5Y245pyQqW7FnWXw179-8GW5f67yl83SXhnW7xQs277nNGR_V8M_6J45QtyrV3m0l31pzjVnf5G1M5P04) ---   July 8, 2025 ### **Export to Excel (Charts Included)** ![excel export with charts](https://knowledge.reachreporting.com/hs-fs/hubfs/excel%20export%20with%20charts.gif?width=670&height=377&name=excel%20export%20with%20charts.gif) You asked, we delivered. You can now export your dashboards directly to Excel, complete with all your charts and visualizations. Whether you're sharing insights with your team or digging into the data offline, it's easier than ever to take your reports on the go. ---   June 12, 2025 ### **XERO: Hide Inactive or Archived Accounts** ![unnamed](https://knowledge.reachreporting.com/hs-fs/hubfs/unnamed.png?width=670&height=195&name=unnamed.png) Xero users can now hide inactive accounts by archiving them, keeping your chart of accounts clean and easy to manage. ### **Workspace Owner Control: Template Management**   ![unnamed-1](https://knowledge.reachreporting.com/hs-fs/hubfs/unnamed-1.jpg?width=670&height=313&name=unnamed-1.jpg) Workspace Owners can now toggle shared templates at the workspace level to "User Only" status, giving them greater control over template visibility and access.   --- May 13, 2025 ### New ![✨](https://fonts.gstatic.com/s/e/notoemoji/16.0/2728/32.png)AI Report Style Now Available ![reach-reporting-comphrehensive-financial-report-ai](https://ci3.googleusercontent.com/meips/ADKq_NaoO0WkxL7y92e4SsfQmnkW5mez9Tn3206bkmW3MnSgByOdi1AKvhEEg2YO3oCZ60t6WVBJa7mw6-ukr09faBsNgpl6MAHzu6ddwQ-EtAZCkOAgHrrRXhe_AoBIAKByWQFgzyo3MPL5ikWu-OE-T784Zp21uJROgJBuJAo77amlkW3d5QLaqdLy2xvUSFd3uwkdHjUqMzxycjHyuXqZPZMDppthMBCs75e9C6ZMD9lHcjIj61vdfTi3os5tRr6tD_TWpPjPhZDe2E-10GQ8w0SBA4aD1in8Qr0=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/reach-reporting-comphrehensive-financial-report-ai.png?width=1200&upscale=true&name=reach-reporting-comphrehensive-financial-report-ai.png)     You can now choose between two AI-generated report styles. More flexibility—same smart automation.  Take a look at a PDF of our Comprehensive Financial Report! [DOWNLOAD NOW](https://knowledge.reachreporting.com/hubfs/Comprehensive-Financial-Overview-05-12-2025.pdf?hsLang=en)   ### Use Your Already Built Data Sheets in Budgets Pro   ![reach-reporting-use-your-already-built-data-sheets-in-budgets-pro](https://ci3.googleusercontent.com/meips/ADKq_NYqQ7QOx60hioN4b0q_2fhjokh6cpx-1pkQKg7OLvQii_o5TLI-1w1oV-S0-wFd53qZDb7vo3DzRl0kaR9blhR3M4zzC6BXrzFEdcCSWHE_fXco1NkObvfG--LHN12Q2fci77w1f03JikqT15E6J38JWIoYHtRB-o6C_eT3Rrnl2Sn8RmoS8nFTZNd3HOI3ziPtink6A_xBkSwSsTfAopxA1ONQd0owaOyde4w9wAqv_HtGxlWOu6UdHUmrRLxeS9E2l88ZCwENrkXBl_0LWYoNmq9gyyOIFnPULetuooj4pZDnaI1yogpaGJURvbyT7uqTiJrDXP8=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/reach-reporting-use-your-already-built-data-sheets-in-budgets-pro.png?width=1200&upscale=true&name=reach-reporting-use-your-already-built-data-sheets-in-budgets-pro.png) Budgets Pro now supports data from Reach, Excel, and Google Sheets. Use your existing sheets to build budgets. ### Build Metrics Faster ### ![reach-reporting-class-columns](https://knowledge.reachreporting.com/hs-fs/hubfs/reach-reporting-class-columns.gif?width=670&height=377&name=reach-reporting-class-columns.gif) You can now create columns separated by Classes/Departments with a single click, when building new metrics or adding columns to existing metrics. Faster insights, no extra setup.   --- April 8, 2025 ### **Actuals vs Budget with AI Reports and Dashboards** **![actuals-vs-budget-with-ai-reports-and-dashboards](https://knowledge.reachreporting.com/hs-fs/hubfs/actuals-vs-budget-with-ai-reports-and-dashboards.png?width=670&height=377&name=actuals-vs-budget-with-ai-reports-and-dashboards.png)** Discover our latest update: a cutting-edge AI feature that empowers you to effortlessly compare your actual data with your budget and automatically create Reports and Dashboards. With this innovation, you can seamlessly monitor your financial progress, make informed decisions, and let AI do the work to let you know what metrics to focus in on. ### ![ai-generated-reports-and-dashboards-1](https://knowledge.reachreporting.com/hs-fs/hubfs/ai-generated-reports-and-dashboards-1.png?width=670&height=497&name=ai-generated-reports-and-dashboards-1.png)   Our AI-generated reports and dashboards provide a clear view of where your numbers stand, helping you spot trends and stay on top of your financial goals. Experience a more efficient way to manage your budget and actuals today!   --- March 11, 2025 ### ![✨](https://fonts.gstatic.com/s/e/notoemoji/16.0/2728/32.png)NEW![✨](https://fonts.gstatic.com/s/e/notoemoji/16.0/2728/32.png) AI-Powered Reports & Dashboards We’re taking financial reporting to the next level! Our latest AI-powered feature automatically analyzes your data, identifying key trends, variances, and relationships—just like a seasoned financial analyst. With a single click, generate customized reports and stunning dashboards, tailored to your business needs in seconds. No more manual work—just instant, actionable insights!   --- Feb 17, 2025 ### **Check out the NEW section in your template library.** **![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Feb-14-2025-06-51-45-8337-PM.png?width=670&height=347&name=image-png-Feb-14-2025-06-51-45-8337-PM.png)** Easily find the latest report and dashboard templates in a dedicated section, keeping you up to date with newly added designs. ### **Google Sheets Nightly Sync** ![image.png](https://zube.io/files/reach-reporting/7c01c632e0bff5d812e8df39e8196aee-image.png) Ensure your reports always have the latest data with automatic nightly syncing from Google Sheets. ### **Linear Trend Forecasting in Budgets Pro** #### ![image.png](https://zube.io/files/reach-reporting/8f7c9638c4fb724df6bd0c6cab9edf6c-image.png) Get more accurate forecasts with the new linear trend option, which recalculates values based on the past 24 months of actuals prior to the forecast month when selected.   --- Jan 21, 2025 ### NEW MYOB Now Connects with Reach Reporting Reach Reporting now integrates seamlessly with MYOB, a leading accounting software designed to help businesses manage finances, payroll, and operations, making it easier than ever to sync your company data and create stunning, customizable reports! ### **New Feature: MFA with Authentication Apps!** ![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Jan-17-2025-07-07-39-4347-PM.png?width=670&height=436&name=image-png-Jan-17-2025-07-07-39-4347-PM.png) At Reach Reporting, we’re always striving to provide the best security and ensure your data stays safe. That’s why we now support multi-factor authentication (MFA) via authentication apps! Apps like Google Authenticator and Authy offer stronger protection than text-based MFA by generating secure codes on your device, reducing the risk of phishing and SIM-swapping attacks. Enable it today and enjoy the next level of security with Reach Reporting!   --- Dec 3, 2024 ### NEW FP&A Upgrade! Class/Dept Planning in Budgets Pro The new **Budgeting by Class** feature in **Budgets Pro** empowers you to create detailed, subdivided budgets by class or department, offering unparalleled flexibility and granularity. With options to customize settings, manage subdivisions, and filter data seamlessly, it’s never been easier to tailor budgets to your organizational needs.   --- Nov 19, 2024 ### Excel Data Sheets We’ve added the ability to upload Excel sheets directly into the data sheets section, making it easier than ever to import non-financial data or other information from your bookkeeping software. You can now seamlessly showcase this data in your metrics or live text. ### Data Sheet Insights in Dashboard Live Text You can now use data from your added data sheets directly within the live text on your dashboard. This allows you to showcase non-financial or external data seamlessly integrated into your display.   --- Oct 15, 2024 ### Reference Column in Budgets Pro ### ![reference-column-in-budgets-pro](https://ci3.googleusercontent.com/meips/ADKq_NYAVC4KtzTu-ggf6PLCD1mh_ERZRh3nk354VrTNbP4fYy3wTCilJSn5T5ty44eulKlN_Hf3_UelsobBisIaPgSaBI35TXVdp_QJ-74yBDw8B2WyTq-ULSZ4ahqgMXtWiDn7uFRabazhG48WWygaVrSp5R_Q6CF01O0wSo-7Qa7wb2ce3mXccbHbii77G0nwnNg_u8ryq8v31kzcMw_5-SNYTQuUUA50AIvoxUlj1tPgIa0h=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/reference-column-in-budgets-pro.png?width=1120&upscale=true&name=reference-column-in-budgets-pro.png) The reference column boosts your budgeting by enabling quick, side-by-side comparisons with the previous year's data. ### Retained Earnings Override**![retained-earnings-override-reach](https://ci3.googleusercontent.com/meips/ADKq_NaTGZO_ytzCjjGO-U_dAoS-AkfhMWaCa5tuzvDqSOPorPsvg3E57UpL37G0eeIaQ3Nfn1uKql7zjvbAJdms_85jPFMw5DMhqoGsxA6UPoUzsrnEXA9N6jSuPXiknXZg1zgrWJeLg1JFT4J_e7g3Y83mz-R8XV0VGQDEtdZWL7dyfNCOk0RQ5NcWxNQ_C4_v-jDifiUOnYePR9Tf0OEvGf3YxzTZtaL9FJuAAuKpCQvz7Ty_5fg=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/retained-earnings-override-reach.png?width=1120&upscale=true&name=retained-earnings-override-reach.png)** This feature is essential for users needing flexibility in financial reporting. In cases like restructuring, mergers, dividends, or major financial changes. Simply override your retained earnings by typing over or use equations in your budget or forecast. ### New Number of Months**![](https://knowledge.reachreporting.com/hs-fs/hubfs/image-png-Oct-14-2024-08-24-24-8181-PM.png?width=670&height=292&name=image-png-Oct-14-2024-08-24-24-8181-PM.png)** You can now add number of months as a data point from the data picker, this will return a count of the months for columns this data point is added to.   --- Sept 10, 2024 ### EBIT / EBITDA Introducing the new EBITDA feature! Easily set up and track this key financial metric to focus on core operating performance. Simply configure relevant accounts in your settings and view insights through updated dashboards and KPI scorecards. Start optimizing your business analysis today! ### Secondary Admin Permissions Secondary admin permissions can now be granted by the workspace owner by clicking the gear next to the users name and selecting "Make Secondary Admin". A secondary admin can do everything the workspace owner can except manage billing or remove the workspace owner.   --- July 19, 2024 ### July New Updates We are excited to introduce a new feature in the "My Templates" section for reports, dashboards, and metrics/statements. With the new "Hide" option, you can now easily clean up your template libraries. This feature allows you to streamline your workspace by hiding templates that are not currently in use, making it simpler to focus on the templates that matter most. By utilizing the "Hide" option, you can maintain a clutter-free and organized template library, ensuring that your most frequently used templates are always at your fingertips. This improvement is designed to enhance your productivity and improve your overall user experience. Try out the new "Hide" option today and take control of your template management with ease!   --- 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. ### Bank & Credit Card Mapping for Xero ![Screenshot 2024-06-07 120053](https://knowledge.reachreporting.com/hs-fs/hubfs/Screenshot%202024-06-07%20120053.png?upscale=true&upscale=true&width=670&height=326&name=Screenshot%202024-06-07%20120053.png) You can now map your bank and credit cards for Xero companies.   --- May 14, 2024 ### Email Notifications to Client Portal Users ![reach-reproting-alert-clients-1](https://knowledge.reachreporting.com/hs-fs/hubfs/reach-reproting-alert-clients-1.gif?upscale=true&width=670&height=377&name=reach-reproting-alert-clients-1.gif) 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 ![7c77cdf2e877e5810adf45055ff02126-image](https://knowledge.reachreporting.com/hs-fs/hubfs/7c77cdf2e877e5810adf45055ff02126-image.png?upscale=true&width=670&height=386&name=7c77cdf2e877e5810adf45055ff02126-image.png) 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](https://knowledge.reachreporting.com/metric-builder-shortcuts?hsLang=en).    --- April 9, 2024 ### Hide Zero Value Rows in Budgets PRO ![hide-zero-value-rows-in-budgets-pro](https://knowledge.reachreporting.com/hs-fs/hubfs/hide-zero-value-rows-in-budgets-pro.gif?upscale=true&upscale=true&width=670&height=377&name=hide-zero-value-rows-in-budgets-pro.gif) 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 ![bold-icon-easy-access](https://knowledge.reachreporting.com/hs-fs/hubfs/bold-icon-easy-access.gif?upscale=true&upscale=true&width=670&height=377&name=bold-icon-easy-access.gif) 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](https://knowledge.reachreporting.com/hs-fs/hubfs/Align%20settings-1.gif?width=670&height=377&name=Align%20settings-1.gif)** 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 ![image.png](https://zube.io/files/reach-reporting/81ec6e00f9876db45b33e6242b5745a0-image.png) 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 ![image.png](https://zube.io/files/reach-reporting/2ca2d9e65f1240452ac507e2f4b12844-image.png) 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](https://knowledge.reachreporting.com/hs-fs/hubfs/Screenshot%202024-03-18%20144123.png?width=670&height=360&name=Screenshot%202024-03-18%20144123.png) 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 ![client-portal-view](https://ci3.googleusercontent.com/meips/ADKq_NY28xIQETgGHhn_ncMg7i_rWeXA2MzRjnlmFbBSfpyHkwQazE2PenM34jnPHBrjqbGlgOKqUfkVl5eCdNFaNLFx1KrbiaxWYC7CkVfV8phwP_OJFWAa8ZroTEBVVhd_YesmthK7dKz6XeQ6df1NnbGaXm-0iLnbBsc3o5KeX7njooRnAIuMOjPVdVrRyPISvDyeRp3-sHcV4A=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/client-portal-view.png?width=1200&upscale=true&name=client-portal-view.png) 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 ![copy-feature](https://ci3.googleusercontent.com/meips/ADKq_NbVuw5VTkgYc4nfX7yQVjcx1sVKoDALze0ff0wqudTIcBDBn3F50yYZdaNYAKP_mW-38JAPBKUITLQ9KfPrreV0lRVB2s8BNjXXcHL5IrKZBtEZwyru_m0X68zXjyhUqK26fbcTGyf4vdsT2wkdivMId52hBmTTZ-fEFVDOJTaOHuc9FgYws8XWG-MV=s0-d-e1-ft#https://hs-6220889.f.hubspotemail.net/hub/6220889/hubfs/copy-feature.png?width=1054&upscale=true&name=copy-feature.png) 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! ![partner-badges-feature](https://knowledge.reachreporting.com/hs-fs/hubfs/partner-badges-feature.webp?width=670&height=366&name=partner-badges-feature.webp) 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.   ---   - [General Info](https://knowledge.reachreporting.com/general-info?hsLang=en#main-content) - [Company Settings](https://knowledge.reachreporting.com/general-info?hsLang=en#company-settings) - [Billing](https://knowledge.reachreporting.com/general-info?hsLang=en#billing) - [Troubleshooting](https://knowledge.reachreporting.com/general-info?hsLang=en#troubleshooting) - [Integrations](https://knowledge.reachreporting.com/integrations?hsLang=en#main-content) - [QuickBooks Online](https://knowledge.reachreporting.com/integrations?hsLang=en#quickbooks-online) - [XERO](https://knowledge.reachreporting.com/integrations?hsLang=en#xero) - [Digits](https://knowledge.reachreporting.com/integrations?hsLang=en#digits) - [QuickBooks Desktop](https://knowledge.reachreporting.com/integrations?hsLang=en#quickbooks-desktop) - [CSV Trial Balance](https://knowledge.reachreporting.com/integrations?hsLang=en#csv-trial-balance) - [Gusto](https://knowledge.reachreporting.com/integrations?hsLang=en#gusto) - [MYOB](https://knowledge.reachreporting.com/integrations?hsLang=en#myob) - [Workspaces](https://knowledge.reachreporting.com/workspaces?hsLang=en#main-content) - [Companies](https://knowledge.reachreporting.com/workspaces?hsLang=en#companies) - [Users](https://knowledge.reachreporting.com/workspaces?hsLang=en#users) - [Troubleshooting](https://knowledge.reachreporting.com/workspaces?hsLang=en#troubleshooting) - [Dashboards](https://knowledge.reachreporting.com/dashboards?hsLang=en) - [Reports](https://knowledge.reachreporting.com/reports?hsLang=en#main-content) - [Getting Started](https://knowledge.reachreporting.com/reports?hsLang=en#getting-started) - [Report Builder Elements](https://knowledge.reachreporting.com/reports?hsLang=en#report-builder-elements) - [Metrics/Statement Builder](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#main-content) - [Display Options](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#display-options) - [AR/AP Aging](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#ar-ap-aging) - [Customizing a Metric](https://knowledge.reachreporting.com/metrics-statement-builder?hsLang=en#customizing-a-metric) - [Sheets](https://knowledge.reachreporting.com/sheets?hsLang=en) - [Budget / Forecast](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#main-content) - [Getting Started](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#getting-started) - [Integrations](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#integrations) - [Using Budgets/Forecasts](https://knowledge.reachreporting.com/budget-forecast?hsLang=en#using-budgets-forecasts) - [Consolidations](https://knowledge.reachreporting.com/consolidations?hsLang=en) - [Client Portal](https://knowledge.reachreporting.com/client-portal?hsLang=en) - [AI Enhanced Reporting Info](https://knowledge.reachreporting.com/ai-enhanced-reporting-info?hsLang=en) - [New Features and Updates](https://knowledge.reachreporting.com/new-features-and-updates?hsLang=en) [![Chill listening crop-3](https://knowledge.reachreporting.com/hs-fs/hubfs/Mark%20Blue%20transparent-100.jpg?width=55&height=55&name=Mark%20Blue%20transparent-100.jpg "Chill listening crop-3")](https://reachreporting.com/) Reach Reporting Help Center Copyright © 2026, Reach Reporting