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Introducing.. Reckon Insights! Your analytics and reporting powerhouse! 📈
RECKON INSIGHTS Introducing Reckon Insights, business intelligence reporting to help you get the most out of your business with real time business analytics. Reckon Insights brings more power to business owners who are looking to make data-driven decisions. From dashboards to reporting, get the analytics and data…
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Have you heard about Reckon Insights? 📊
Reckon Insights - Your analytics and reporting powerhouse! 📊 Reckon Insights is our new business intelligence tool that seamlessly integrates with Reckon Accounts Hosted to provide you with advanced financial reporting capabilities. With Reckon Insights, you can take your reporting to the next level. Leverage powerful…
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How to save content in Reckon Insights
RECKON INSIGHTS - How to save individual visualisations Check out our how-to video below to learn how to save visualisation and dashboards in Reckon Insights!
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How to filter visualisations and dashboards in Reckon Insights
Common filters and how to use them in Reckon Insights Most Reckon Insights visualisations and dashboards will have filters available so you can return results based on different criteria. Check out our how-to video below for an introduction on how different types of filters work across different visualisations.
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Drilling down to supporting data in Reckon Insights
RECKON INSIGHTS - How to drill down to supporting data When using Reckon Insights it’s possible to drill into the detail from most individual visualisations or dashboards. This option is very important to understand what makes up any top-level measure or calculation. Our how-to video below will step you through how easy it…
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Creating your own content from templates in Reckon Insights
RECKON INSIGHTS - Creating content from templates The most common way to build your own content is to start with one of the out of the box templates, copy it, change it, and save it down to either your firm’s folder or your own personal folder. Check out our how-to video below to learn more.
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Reckon Insights - HELP GUIDES
RECKON INSIGHTS - HELP GUIDES We have a range of help guides to step you through Reckon Insight's features and functionality to ensure you're getting the best experience from the service. Check out the Reckon Insights Help Centre below -
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How to download visualisations and dashboards from Reckon Insights
RECKON INSIGHTS - Downloading visualisations and dashboards Reckon Insights content can be downloaded and used in a variety of ways. The options change depending on the type visualisation used. From single images to PDFs of complete dashboards, even the options to download multiple data sets based on different tiles on a…
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How to share your content from Reckon Insights with others
RECKON INSIGHTS - Sharing content from Reckon Insights There are multiple ways to share content from within Reckon Insights. From simply sending links to other Insights users, to emailing or scheduling content to both Insights and non-Insights users, to setting up data driven notifications. There are options to fit all…
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Working with Boards to share and access your favourite content in Reckon Insights
RECKON INSIGHTS - Working with Boards The Boards option is a great way to collate all the information you need into one place. You can prepare a board for specific a meeting and dispose of it afterwards, or simply have all your favourite formats in one place, so you don’t have to go looking. This video will give you a…
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Streamline your navigation using 'Recently Viewed' and 'Favourites' in Reckon Insights
Streamline your navigation using 'Recently Viewed' and 'Favourites' in Reckon Insights Learn how to quickly access your content in Reckon Insights by using the 'Recently Viewed' and 'Favourites' navigation options.
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Navigating your folders and visualisations in Reckon Insights
RECKON INSIGHTS - Folder and visualisation navigation There are many ways to access content through Reckon Insights. These methods can depend on the type for license you have. Check out our how-to video below to get an introduction on how to navigate through default folders to access different visualisations.