ADD A NEW IDEA

Visualisation

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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

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

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

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
9 months ago in Reckon Insights / Visualisation 0 New idea

Add a Customer Lifetime Value calculation

It would be good is Insights coul calculate my 'Customer Lifetime Value'
9 months ago in Reckon Insights / Visualisation 0 New idea

Add a Debt to Equity (D/E) Ratio

It would be good to have a Debt to Equity Ratio in Insights. Formula is:Debt to Equity Ratio = Total Liabilities / Total Equity
9 months ago in Reckon Insights / Visualisation 0 New idea

Add a Working Capital Ratio (Current Ratio) KPI

It would be good to add a Working Capital (also known as Current Ratio) KPI using the below calculation: Current Ratio = Total Current Assets / Total Current Liabilities
9 months ago in Reckon Insights / Visualisation 0 New idea

Add a 'Net Profit Margin' KPI

It would be good to add a Net Profit Margin % KPI using the below calculation: Net Profit Margin (%) = Net Income / Revenue
9 months ago in Reckon Insights / Visualisation 0 New idea

Add a default Financial summary

Add a default Financial Summary Dashboard that has P&L, Balance Sheet and ratios (income, performance, position etc)
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Re-organise Filter labels so that Book is always on top

With each Default Template, it would be good if the default filters were rearranged to have the Book Name filter at the top
over 1 year ago in Reckon Insights / Visualisation 0 New idea