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My ideas: Reports

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Resize dashboard widgets

As a Reckon One user, I would like to be able to resize Dashboard widgets to allow more info on my screen at any time
over 6 years ago in Reckon One / Reports 0 New idea

General Ledger Report

to show: Opening Balance Net movement for the period Closing Balance Required by Accountants For import to their own software systems (usually manually) Verify no changes to previously reported periods (through the Opening Balance)
over 3 years ago in Reckon One / Reports 1 In development

Previous year and budget comparison columns for P&L and Balance Sheet

Would allow further analysis on management reports. E.g. current year, budget, prior year
over 8 years ago in Reckon One / Reports 0 New idea

Customer Transactions Total

In reports, I want to be able to select a customer and see the transactions and total amount. Currently I can see the transactions, but have to add up each figure manually. This seems like a simple fix and seems a bit over an oversight that it is ...
about 6 years ago in Reckon One / Reports 0 New idea

Items sales report

A report that summaries sales for a period by item. Quantity of each item and total value. Maybe include a optional filter for only selected items. Could be a detail report as suggested in another post.
over 2 years ago in Reckon One / Reports 0 New idea

Classifications (class tracking) PER TRANSACTION LINE

Only tracking at the header level severely limits the potency of this feature. Classification is a reporting function, and therefore is required at the transaction level, which in accounting / business terms is the line level. That is, for forms t...
about 8 years ago in Reckon One / Reports 1 Future consideration

Percentages on dashboard

On the Reckon One dashboard, give the user the option to show graphs with percentages rather than values. E.g. on the top customers and top income widgets.
almost 7 years ago in Reckon One / Reports 0 Planning to do

Dashboard showing balances at today's date

Would be helpful if the Dashboard showed the balance of accounts at today's date. For example, sometimes I like to enter some transactions in advance (i.e. reoccurring transactions or bills set to be paid at a future date) but this throws off my b...
about 6 years ago in Reckon One / Reports 0 New idea

Filter Unpaid Bills report by due date

No description provided
about 3 years ago in Reckon One / Reports 3 New idea

Graph spending and income trends

It would be great to be able to see trends in spending and income by account to forecast and plan finances. A graphic representation would be best, but even being able to subtotal by month would be useful.
almost 5 years ago in Reckon One / Reports 0 Planning to do