This category is for discussions and questions relating to the Reckon Insights service.
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Hi everyone, We want to inform you of an important upcoming change to Reckon Insights. Following a recent review of our product offerings, we have made the decision to decommission Reckon Insights. The product will remain available until Friday 27 March 2026, after which it will no longer be accessible. If you have an…
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…
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…
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.
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.
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.
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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