Reports

Ch3ryl

using reckon accounts hosted.

Is there any training available to create custom reports in program. Seems it is very inflexible and very frustrating.

Also previous employee has created templates for PO's etc but if I run a report, I can't get all the data from the PO into a report.

Acctd4

Hi Ch3ryl

I don't believe there's any formal generic training as custom report requirements would vary from one user to another but this program has the BEST reporting out of ANY accounting solutions out there in the market - You can pretty much search & report on anything!

If you'd like some 1-on-1 customised training on how to create, modify & memorise specific reports that you want, feel free to email me direct & we can set up a session (remote is fine if you're not in WA ☺️)

Ch3ryl

Thanks Shaz

I can create any basic report and memorise them . What I'm looking for is a way to create reports in Reckon without having to constantly export to reckon and spend time manipulating the report to get what I want.

I have had other Reckon Champions assist but I knew pretty much what they new.

Acctd4

It depends specifically what you’re wanting … I’ve only had to do that in a handful of client scenarios over the last 18 yrs. A lot of my memorised reports are customised/tweaked very extensively, they’re not just the default ones.

If you’d like to post here (or email me) exactly what you’re wanting to achieve, I’ll see if I can help ☺️

Ch3ryl

sorry to be more specific, when setting up a template, there is an option of "Other 1" but I cannot find that option in any available report

In the reports options I can also see the below, however, nowhere can I see where the "Ship Date" is reflected in an option when creating a document.

Acctd4

The "Other 1" field will be an available column option - in relevant reports - & will be renamed to what you've called it (in this case "JOB NO.")

The "Ship Date" is an additional field you can add (on that same Header tab, where "Other 1") You would need to add it to your template & enter a date in it when you create the form it's on (Invoice or PO) This will then display accordingly on applicable reports.