How do I automate financial reporting in Reach Reporting?

Connect your accounting system, choose a template or custom report, and schedule updates. Reports refresh automatically when source data changes.

Can I customize dashboards and reports?

Yes. You can add, remove, and rearrange sections, build custom metrics, and link multiple data sources.

Does Reach Reporting integrate with QuickBooks?

Yes. Reach Reporting integrates with QuickBooks Online, QuickBooks Desktop, Google Sheets, and Excel.

How do I share reports with clients?

Share reports through secure client portals, interactive dashboards, or downloadable PDFs with controlled access levels.

Does Reach Reporting support multi-entity reporting?

Yes. Reach Reporting supports multi-entity consolidations, eliminations, and currency conversion.

Can I create custom financial metrics?

Yes. Create custom metrics using linked data and formula logic similar to Excel.

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Reach Reporting and Planning Video Tutorials

Master automated reporting, build powerful dashboards, and turn financial data into actionable insight with our growing video library, built for accountants, bookkeepers, and finance teams who want to work smarter, scale faster, and deliver better client outcomes.

Getting Started with Reach Reporting Tutorials

This section introduces the core concepts behind Reach Reporting and shows how the platform is structured. Learn how data flows through the system and how accountants can quickly begin creating reports and dashboards.

Additional Financial Report Training Videos

Reach Reporting Workspace Tutorials

Workspaces organize your clients, reports, dashboards, and data connections in one place. Learn how to navigate workspaces efficiently so you can manage multiple clients and reporting projects with ease.

See Reach Reporting features →

Dashboard Reporting Tutorials

Dashboards transform financial data into easy-to-understand visual insights. This section shows how to create dashboards that highlight trends, track performance, and help businesses make better decisions.

See dashboard templates →

Budgeting and Forecasting Tutorials

Budgets and forecasts allow accountants to help clients plan for the future. Learn how to build projections, compare scenarios, and track actual results against planned performance.

Budgeting and forecasting feature page →

Financial Metrics & Statements Tutorials

Learn how to create financial metrics and generate key statements, including Profit & Loss, Balance Sheet, and Cash Flow reports. This section explains how Reach Reporting automatically connects financial data to the metrics that matter most.

See data storytelling feature pages →

Financial Report Builder Tutorials

Reach Reporting allows you to build professional reports that clearly communicate financial performance. Learn how to design report pages, add visuals, and structure reports that provide meaningful insight for clients.

See reporting template samples →

External Data Sources Tutorials

Reach Reporting can combine financial data with information from spreadsheets and other external systems. This section explains how to connect additional data sources so your reports include the full picture of business performance.

Learn More About Integrations:

QuickBooks Online
QuickBooks Desktop
Xero
MYOB
Google Sheets
Gusto