Visualisation

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Add a Created/Last Modified field to Insights Transaction Reports

Update Insights to add a new field that shows the date that the transaction was created.

7 months ago in Reckon Insights / Visualisation 0 Planning to do

Add a 'Transaction Search' report

Add a new report called 'Transaction Search' this report will list all transactions across my Entities and allow me to add filters, such as Date, Name, Amount etc to search and find specific transactions.

5 months ago in Reckon Insights / Visualisation 0 New idea

4 VOTE

Add the ability to report on Items / Inventory

Add the ability to report on transaction split line detail including Item / Inventory information

7 months ago in Reckon Insights / Data source / Explore / Visualisation 0 New idea

3 VOTE

Add an out of the box 'Customer Sales' dashboard

Add a new out of the box Dashboard specifically focused on Customers. Some of the Metrics that could be included on this Dash are: New Customers MTD & YTD Previous Month & Year Repeat Customers MTD & YTD, Previous Month & Year Orde...

11 months ago in Reckon Insights / Visualisation 0 New idea

3 VOTE

Compare my data against ATO performance benchmarks

As a business I would like to see how my financial results compare to the ATO performance benchmarks to: Alert me to where my business is over or under performing. Ensure my business falls within industry benchmarks to reduce my chance of being au...

12 months ago in Reckon Insights / Visualisation 0 Planning to do

2 VOTE

Gross profit margin ratio

Expressed as a percentage of sales, this is the profit made before deducting indirect costs and expenses. Formula: Net sales - COGS / Net sales