Is there a report in Enterprise that compares actuals to both budget and LY?

brent

I would like to compare actuals to budget and LY for both Mth and YTD with $ variances and % variances.

I currently create a report by combining the 2 reports in excel - however can I do it in reckon

thanks

brent

This is for a profit and loss report

Datarec

Hi @brent

What specific reports and filters or modifications to those reports do you already do?

Which reports do you generate separately and then combine in Excel?

Whilst the reports in the Reckon Accounts Hosted/Enterprise products can be modified, there is no functionality to 'combine two separate reports' into one report within the software itself.

Each report will have its own customisation options.

Reckon has a financial reporting product called "Insights" that may be suitable for what you need.

Financial Reporting Software & Data Analytics | Reckon Insights

If you are considering something specifically for what you need there are developers who may be able to assist you with that such as @PhuongDo who is a developer of Beanwiz Free Version | Marketplace (reckon.com)

PhuongDo

Hi @brent,

If you're still interested in a solution, I can build one that connects to your Reckon file, generates the report to your specifications, and offers flexible export options. You can have it export to Excel and automatically send to specified recipients at scheduled times, or export on demand and save the file to a designated location.

Let me know if this suits your needs!

Thanks,

Phuong