Reach Reporting Review

Create Reports Easier & Faster

With Reach Reporting, you no longer need to spend too much time creating financial reports for various clients you have. The software enables you to build reports, dashboards, metrics, spreadsheets, and financial statements and save them as templates. You can use these templates when generating reports for a particular client or all of your clients. This means you don’t have to create reports from scratch for every client over and over again. 

Produce Live Reports

The financial reporting software provides you with the opportunity to fill your reports, dashboards, and other visualizations with real-time data. This capability helps you ensure that the data shown in your reports remains updated and current all the time, thereby allowing you to produce live and dynamic financial reports. 

In fact, you can do this in an automated manner. For example, you can select a template you previously saved or one which is already pre-built into the software.  Because such template can be used for multiple client companies, you simply have to do some few edits in the template and the software will automatically pull live or real-time data regarding the finances of a client company into it. This data is pulled from various cloud-based systems and sources like QuickBooks which are integrated with the software.

Additionally, Reach Reporting has a feature called live text that permits you to instantly pull real-time metrics into reports found within the software. With this feature, you’ll be able to add blocks of text to a custom or pre-built template. These text blocks contain data and metrics that are automatically and continuously updated in real-time. 

Convey The Data That Matters Most

Reach Reporting allows you to format, customize, and refine reports, dashboards, and other visualizations so you can easily and effectively convey to your clients all the important data that matters most to them. For instance, the software lets you build KPI visualizations where you can show and highlight relevant metrics about the financial performance of client companies. 

You can present these KPIs or metrics through various types of tables, charts, and graphs that you can consolidate into a single visualization. You can also use features for data consolidation and filtering. This makes it easy for your clients to view data and metrics at a more granular level and identify relationships between aspects or factors that affect their company’s financial performance. 

Share Reports/Dashboards

Moreover, Reach Reporting gives you a way to ensure that your clients can see those data and metrics you want them to focus on, and at the same time, realize the value of your firm. When publishing reports and dashboards online, you can set them to read-only mode. You can do this by generating branded web addresses or URLs that direct your clients to specific reports or dashboards. 

Your clients and their managers can view the reports and dashboards on any type of devices, such as a desktop, projector, or large screen TV. However, they won’t be able to do anything with the data and metrics included in the reports and dashboards. You can also export your reports as PDFs and customize them by adding your firm’s own logo.