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. 

executive summary


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.


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. 

income trend


Choose to add your main financial statements and then edit them by choosing the edit statement icon at 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, Subtitle, or Disclaimer to 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 by 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 "+ 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 it, add it 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.  


Go to the Reach Reporting app>


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Your success is important to us.

Whether you're working as a CFO of a business or part of an accounting firm, Reach Reporting is here to improve your working knowledge of reporting and provide service tips and skills to ensure you're at the top of your game. 

We make sure that you have access to staff members that are best suited to help you. We work together to resolve issues and create memorable moments that empower you to enhance your reporting skills.

We are here to listen to you. We understand that using new technology can be frustrating, so we can answer questions or jump on a quick zoom call. Our entire staff has an in-depth knowledge of Reach Reporting and can quickly direct you to best practices to improve your reporting. 

We are here focused on providing solutions that save you time and increase your value. We continue to improve each day and look forward to visiting with you. Your communication with us is vital and appreciated. 

Please feel free to chat with us by clicking the help chat bubble in the lower right-hand corner of this page.

Reach out to your Reach Reporting Rep and schedule a zoom meeting by clicking the meeting link in their email signature.

Or schedule to join our onboarding webinars

Foundations Webinar

Reach Reporting is dedicated to helping provide a knowledge base that is easy to understand and informative. If you still have questions that have not been answered, please let us know by emailing, chatting with our support team, or calling us at (877) 467-7637. We are here to ensure that you have a positive experience with Reach Reporting, as we want to continue to be the reporting solution you trust. 

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.

Case Studies: We interview one company per month to help our clients highlight how they are using Reach Reporting and how it is improving their services and firm offerings. These case studies are invaluable to our community.

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

Video Tutorials: We know watching is sometimes easier than reading, which is why all of our tutorials are video-based in the video tutorial section of Reach Reporting and Youtube.

Social Networks: Join us on FaceBook, LinkedIn, Youtube, and Twitter.

Competitor Comparisons: We have looked at all the reporting solutions on the market. We provide you with an in-depth look at Reach Reporting compared to some of the strongest competitors out there on our competitor comparison page

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We look forward to helping you build insightful reports,

The Reach Reporting Team.