Memorised Reports in Reckon One

885566
885566 Member Posts: 19 Reckoner Reckoner
in Reckon One Ideas

There are numerous times when it is neccessary to customise a report.

It would be greeat to be able to save the settings of the cutomised report for re use, just like memorised reports in Reckon Accounts.

Most of the competitor products have this feature.

12
12 votes

Completed โœ… ยท Last Updated

Custom Saved Reports are now available in Reckon One!

Custom Saved Reports allow you to tailor a report in Reckon One 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!

For more info on Custom Saved Reports click HERE

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,296 Reckon Community Manager Community Manager

    Love this idea @885566! I can definitely see how beneficial this would be.

    At the moment, you can set Favourite Reports in Reckon One that allows you quick access reports but I agree, the ability to further memorise the parameters of a specific report would be a nice addition.

  • 885566
    885566 Member Posts: 19 Reckoner Reckoner

    Thanks Rav. The sooner the better. ๐Ÿ˜‰

  • Eric Murphy
    Eric Murphy Member Posts: 645 Reckon Hall of Famer Reckon Hall of Famer

    This is an absolute must. Please bring this in soon pretty please

  • SydneyFlow
    SydneyFlow Member Posts: 47 Reckon Star Reckon Star

    This would be incredibly handy

  • tok
    tok Member Posts: 25 Reckoner Reckoner

    I could really do with this feature. Please sooner rather than later

  • Eric Murphy
    Eric Murphy Member Posts: 645 Reckon Hall of Famer Reckon Hall of Famer

    Much needed, thanks for this Rav

  • SydneyFlow
    SydneyFlow Member Posts: 47 Reckon Star Reckon Star

    So excited for this, it will save us a ton of time so I can't wait for it to come out!

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,296 Reckon Community Manager Community Manager

    โœ… IMPLEMENTED

    I'm super excited to let you know this idea has now been implemented into Reckon One!

    Custom Saved Reports are now available which lets you save and memorise any changes you make to a report. The custom report is saved for easy access in the future.

    With this release you can also create your own Custom Report Groups! This helps you organise your custom reports into specific groups. 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.

    For more info on Custom Saved Reports check out our latest release announcement here -

    Custom Saved Reports for Reckon One is now available! ๐Ÿš€

    Massive thank you to @885566 for raising this idea and to everyone who has voted for it ๐Ÿ™‚

  • 885566
    885566 Member Posts: 19 Reckoner Reckoner

    Fantastic News Rav. Thank you so much. This is going to be really useful

  • SydneyFlow
    SydneyFlow Member Posts: 47 Reckon Star Reckon Star

    Yessssss!!!!! Amazing! Thank you for bringing this in!

  • Eric Murphy
    Eric Murphy Member Posts: 645 Reckon Hall of Famer Reckon Hall of Famer

    Absolutely brilliant! Will be using this straight away, thank you

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