The Power of Reach Reporting Data Sheets

The Power of Reach Reporting Data Sheets Use Custom Data to enhance your Reporting

The Power of Reach Reporting Data Sheets

 

Data Sheets are the best place to add any non-accounting data that you want to have access to. This is monthly data such as "new customers per month" or "total sales calls."

To access Data Sheets, click the icon located in the bottom left once you open the company you want to use them for.

 

data sheets

 

You can access existing Data Sheets or create a new ones. Once you create a datasheet, you can use equations, choose data from your bookkeeping, and add custom data.

 

data sheets layout
  1. You can use the range to show the months you want to input data for.
  2. Only the data that has Account/Title will be available, so make sure you add this for custom data.
  3. Add additional rows at the bottom.

Once you have a Data Sheet created, you can access this in the Metric/Statement Builder when you Add Data / Rows... then Data Sheets in the data picker.

 

data sheets selection

 

You can have multiple metrics and statements referencing various Data Sheets, so it allows you to update the Data Sheets and then have all of your metrics updated.

 

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