How do I access Advanced Reporting in Reckon Ultimate

Question

I am currently trialling Reckon Ultimate and the website shows Advanced Reporting* as an inclusion but I can only find the standard reports.

*Advanced Reporting

* Additional reports available
* Data visualisations
* Automate & schedule reporting
* Multi-entity reporting

The only reporting difference I can see between basic and ultimate reporting is a link to Insights, but this is at an additional cost?

Rav · Accepted Answer

Hey there @kerriehs, welcome to the Reckon Community 🙂

With Reckon Ultimate, you do indeed get access to Reckon Insights which is our advanced reporting solution that integrates with your Reckon One book.

If you're trialing Reckon Ultimate you should be able to also trial Reckon Insights without any upfront charge. Just like your Reckon One trial, you'll need to enter your payment details to kick off a trial of Reckon Insights but it shouldn't charge you today (example below).

I'll add a guide on setting up Reckon Insights here -

https://help.reckon.com/article/ojrwp4tg6e-how-to-setup-reckon-insights-from-sign-up-account-creation-adding-feed-and-viewing-contents

but please let me know if you have any questions.

kerriehs · Accepted Answer

Thanks Rav.  Once the trial period is over for Reckon Ultimate does it automatically give me free access to Reckon Insights or will I be charged the additional $39.00 post the trial period.

Rav · Accepted Answer

If you continue on with your Reckon One subscription on the Ultimate plan then it'll come included. I believe we may need to do a couple of things to make that happen but its all handled on our end automatically so you'll only pay for your Ultimate subscription.

You'll get a call or two from our Customer Success team throughout your trial to check in to see how you're tracking and if you need any assistance or have questions etc so we'll definitely take care of anything should it come up 🙂

kerriehs · Accepted Answer

Appreciate the additional info and confirmation Rav.