New Reach Reporting Features | September 2020

by | Sep 15, 2020

Today we would like to share with you some new quality of life updates we have added this week to improve Reach Reporting. You will now notice that we have added some new shapes to match the icons available when using conditional formatting. These can be found within the report builder, in the shapes element tab.

We have also introduced the ability to create a new report from anywhere within reach, by adding a new drop-down when hovering over the reports icon. Giving you quicker access to start a new report or even manage your report templates.

 Another new feature we have added is the ability to quickly add a statement to your dashboards or reports. now when adding a statement you will see a pop up will appear allowing you to quickly configure your statement with out having to go to the statement editor, of course you can always edit the statement you added to customize it even more.

The last and final feature we have introduced is a small improvement to live text. Now when adding a company name you can choose between using regular capitalization, or have the company name appear in all caps. and when adding a live text date you will have those same options, as well as the ability to abbreviate the date or not.

 

We hope you enjoy these new features if you have any questions or suggestions for new features for us to add send us a chat.

 

We hope you enjoy these new features. if you have any questions or suggestions for new features for us to add, send us a chat.

More articles

Build Multi-Location Franchise Financial Reports

Franchise Financial Reporting Series – Bonus Article Build Multi-Location Financial Franchise Reports Multi-location reporting is where franchises win or lose visibility. When done right, it becomes the most valuable financial asset a brand can have. When done poorly,...

How to Create a Consolidated Franchise Report That Makes Sense

Franchise Financial Reporting Series – Bonus Article How to Create a Consolidated Franchise Report That Makes Sense Franchise consolidation reporting shouldn’t feel like assembling IKEA furniture without the instructions. When you’re working with multiple locations,...

Franchise Budgeting and Forecasting Best Practices

Franchise Financial Reporting Series – Part 6 of 6 Franchise owners need more than hindsight—they need foresight. This guide breaks down best practices for budgeting and forecasting across multiple locations, helping franchises control costs and prepare for growth....

Franchise KPI Guide: Top Metrics to Monitor Monthly

Franchise Financial Reporting Series – Part 5 of 6 Franchise owners don’t need more data — they need the right data. The following KPIs are essential for tracking operational health, managing risk, and scaling successfully. These are the numbers that should be in...

Knowledge Center

Get Started With Reach Reporting