Reach Reporting Dashboard Overview

Reach Reporting Dashboard Overview

 

First, to access dashboards in your Workspace, open the company.

When you select the dashboard icon on the left, you can view all of your dashboards. 

You can select the star to make a dashboard a favorite to give you quick access. 

You can add a new dashboard if you have built and saved one as a template.  Or you can access some pre-built templates, create a custom dashboard from scratch, or generate a dashboard using our AI tool.

Customizing Dashboards

When you open a dashboard, you can customize the layout by dragging the metrics to where you want them on the screen. Simply click and hold to drag a metric into the desired position. This will automatically rearrange other metrics so you can place the metric where you want it. 

To adjust the size of a metric, hover over and then select the drag icon in the lower right corner of the metric. 

Adding Components to Dashboards

To add a metric, select “Add Metric” and then choose from Templates, Statements, or Quick Build. You can also create Dividers or add Live Text to your dashboard.

Templates refer to pre-built templates available to all users. “My Templates” are metrics that you have built and then added to your templates. 

Metrics can be added to your templates from any report or dashboard. 

You can select favorites or choose some metrics based on the chart or table.  All of these can be added and then customized. You can add multiple metrics at a time.

Once you select the metrics, select “Add Metrics,” and this will add them to your dashboard.  

If you choose to add a metric, and select “Quick Build”, you can build a custom metric with ease. Check out this Knowledge Center article for more on Building Metrics and Statements with Reach Reporting.

Live Text in a Dashboard

To add Live Text in a dashboard, click Add Metric > Live Text.

You can add Live Text from your Actuals or Budget/Forecast data, or show comparisons.

In the additional settings, you can also customize the format of the Live Text or add Display Options. Check out this Knowledge Center article for more on Display Options: Date Drop-down Ability and Display Options: Class/Dept Filter Override.

Sheets Insights in Dashboard Live Text

 

You can use data from your Data Sheets, Google Sheets, or Excel Sheets directly within the live text on your dashboard. This allows you to showcase non-financial or external data seamlessly.

Select Add Metric > Live Text > Data > Select data from Data Sheets, Google, or Excel.

You can then format your custom Live Text as you see fit.

Interacting With Your Dashboard

Sharing a Dashboard

Once you are ready to share a dashboard, you can check out this Knowledge Center article for How to Publish Dashboards.

You can also make interactive features available for your audience in the Client Settings. See our Knowledge Center article on How to Publish Dashboards for more information on how to configure the settings for published dashboards.

AI Insights

Our AI-enhanced reporting feature was designed to revolutionize the way you analyze and interpret your data. This advanced feature allows you to quickly analyze dashboards, providing you with deeper insights and a more comprehensive understanding of your data. Check out this Knowledge Center article for more on how to set up and utilize our AI-enhanced reporting tool. 

Dashboard Filters

You can apply class, department, or location filters across your entire dashboard with one click. 

Last Closed Month Dropdown

This option allows you to select which month of data you want to view from a dropdown menu. You can view historical data up to the book month set in the company settings. This feature is particularly useful for reviewing trends over time or comparing performance across different periods.

Export to Excel 

You can 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. 

The export includes all visible metrics and data points displayed on the dashboard, allowing clients to perform their own analysis, create custom reports, or integrate the data with other systems.

Note: The Excel export captures the dashboard in its current state, including any applied filters or selected time periods.

Note: The following items from the dashboards will not export to Excel:

• Conditional formatting icons (conditional formatting text colors will export)
• Combo charts (i.e. a line chart with a column chart)
• Chart colors (colors will depend on the theme colors chosen in excel)

Printing Dashboards to PDF

This feature is useful for creating printed reports or archiving dashboard snapshots.

Important considerations when printing to PDF:

• Long statements or dashboards with scrollbars may produce sub-optimal results
• Your dashboard may resize during the export process to fit the PDF format
• For best results, consider the dashboard layout and length when designing dashboards that will be frequently printed

Saving a Dashboard as a Template

 

After you have created a dashboard you wish to use a template, you can check out this Knowledge Center article for more on Creating Enhanced Financial Reporting Templates.

 

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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.

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Knowledge Center: From simple to complicated, we provide step-by-step guidance to utilize every aspect of Reach Reporting in our robust knowledge center.

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