Using the Report Builder

Using the Report Builder Learn how to build reports or modify pre-built reports. 

Build and Modify Reports with Reach Reporting.

Reach Reporting allows you to build your own reports or modify existing templates.  All reports function the same with the ability to use Metrics, Shapes, Images, Text, and more.

Drag from the left menu the content you want to include in your report.  To edit what is on the report, just click on the content. 

Text Editing

If you are editing Text, click and hold to drag the entire text box.  Click again to select text within the box to edit.  You can use the text menu located at the top of the report to edit font color, type, size, alignment, and more.   You can also group text blocks together. 

Image

With images, you can easily choose an image from a local file, or if you have already uploaded an image then you can choose from your history.  

Live Text

Drag in the live text that updates such as main financial information, the company name, and other metrics.  You can format these the same way as the text is formatted.  You can edit the time frames of the live text data by selecting the gear icon next to live text in the menu.

Metrics

Drag Metrics onto the report and then choose from the 4 corners to resize the metric.  All the formatting will automatically update when you resize.  To edit the metric itself, select "Edit Metric" from the top menu. 

Statements

Choose to add your main financial statements and then edit them by choosing the edit statement icon on the top of the page.  Statements will take up multiple pages at times but Reach handles all the formatting for you.  Easily add a Title, Sub-title, or Disclaimer into the statement.

While editing the statement you can also add more columns to do additional dates, calculations, or whatever you want.  Customize everything to your liking.  You can also use classes as well.  The statements are designed to be very similar to the metric builder when editing. 

Scratch Pad

If you see a page in a template, a design, metric, or anything; you can now add this to your personal scratchpad which is able to be accessed universally on all of your companies.  The data will update to the company which you are on so any live text or metrics are automatically updated saving hours of time in report building. 

Other Features

Adding New Pages- located at the very bottom of all the pages in the report.  Select the "+ New Page." 

Duplicate Pages- located at the top of each page.  Statements do not have a duplicate function.

Re-ordering Pages- Use the up or down arrows at the top of each page to re-arrange the order.

Page Background Color- Each page can be changed to have a different background color. 

Report Settings(gear icon)- This is where you can edit the name of your report, duplicate, add to your library, or delete the report.  Deleting can't be undone.  

Cool Feature: How to use one designed report for all of your other reports and companies.

Adding your Library- When you add a report to a library, this saves a copy of this report that you can open later within the same company or in a different company.

 This will save time with formatting or styling reports that can be used in multiple companies.  

Financial Visual Reporting Made Easy

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