Custom Saved Reports for Reckon One is now available! π
A very highly requested feature is finally here! Custom saved reports are now available in Reckon One.
Custom reports allow you to customise any report in Reckon and tailor them to your requirements then save that report for easy access. This allows you to create dedicated, specialised reports for specific customers, employees, accounts and more!
β¨ Create & save Custom Reports
This new feature allows you to make changes to any existing report in Reckon One and tailor it to your specific requirements then save it for easy access in future. Itβs perfect for creating dedicated memorised reports for specific tasks, employees or business objectives, without having to reconfigure them each time!
Learn how to use Custom Saved Reports with our how-to video here - Custom Reports π₯
β¨ Create your own Custom Report Groups
You can now create your own custom groups for reports! This is particularly handy for custom saved reports and allows you to organise your reports into specific groups that are tailored to your business. For example, you could create a custom report group for a specific customer or employee and then create & save custom reports for that customer/employee to that dedicated group.
β¨ Sharing custom reports
You can choose to share your custom saved reports with other members of your team who you've shared your book with!
Shared users can also make their own adjustments to the report, ensuring everyone gets the insights they need, their way.
β¨ Copy and edit custom reports
You can edit a custom report at any time and even make copies of custom reports!
β¨ A brand new, simplified dashboard for reports!
Your reports screen has received a major upgrade! You can now browse, search and filter reports from one simplified screen with easy access to view, edit and save your reports.
No more working through multiple screens, all your reports are accessible in one spot with your favourite reports at the top!
βΉοΈ Learn how to create Custom Reports in Reckon One
Custom reports are available now! Check out our how-to video to learn how to create custom reports in your Reckon One book here - Custom Reports π₯ or our detailed help guide.