Workspaces and Client Portal Setting up Your Client Portal.
Workspaces and Client Portal within Reach Reporting
The purpose of WorkSpaces is to allow you to have a clearer and easier understanding of which firm you are working in.
Once in your Work-Space, you will see an enhanced user experience that allows for easier management of your clients. You can upload logos for each client right away by clicking on the client's name.
Groups (recently called Folders) are where you add team members assigned to manage a specific group of clients. You must first click the gear icon and add all Team Members, and then you can give access to the Groups you create. Groups allow you to segment the companies at your firm the way you want.
Team Members can add and manage client connections. They can also add additional users and clients to our new feature, "Client Portal."
The Client Portal is where your clients can log in and view specific dashboards and reports. With this feature, you can securely share with them their information in a view-only format. Select "Manage Clients" to add clients to your company.
*Reports can be exported to PDF by clients.
*Dashboards enable clients to hover over charts and use other filters you set up. *Multiple clients can be connected to a client portal.
*Clients with multiple businesses can navigate between them through their one login.
To enable reports/dashboards to be visible, select the gear icon on any preview and then choose "Include in Client Portal." To see a preview of the client portal, navigate to the company table, and choose "Client Portal."
Here is what your clients will see.
Depending on which folders and items you have shared with the client will determine what they see here.
They can then download any report or open up a dashboard.
Dashboard example: Hover over, and filters are available for the client to use.
If you are interested in a white-labeled Client Portal, contact us by clicking on the chat bubble in the lower right in Reach. This is a premium feature and is an additional cost.
ARE YOU NOT CURRENTLY USING REACH REPORTING?
We are dedicated to helping you.
- Need Additional Help?
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 an onboarding zoom call with Ryan Anderson, our Chief Architect, by going to the onboarding calendar.
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 email@example.com, 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.
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.
Monthly Newsletter: Go to the footer of reachreporting.com and sign up to receive the Reach Reporting newsletters delivered directly to your inbox. Our newsletters cover tips and tricks, current events in accounting, strategies to improve your advisory services, and much more.
We look forward to helping you build insightful reports,
The Reach Reporting Team.