Reckon Insights

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Reckon Insights - Data Feed to Excel/Uploading CSV files

A lot of leads have been asking about this. All of them use Excel and if they can upload a CSV file they may not even need to have data source to do consolidated reporting. They can start using Insights a lot sooner.

10 months ago in Reckon Insights / Data source 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

1 VOTE

Re-order the display of the filters in Reports and Charts

When viewing out of box content the filters arent in a very logical order. Also, when I create an Explore, I create the filters in a certain order but then Insights reorders them (eg Date filters at the top followed by other filters)

11 months ago in Reckon Insights / Explore / Visualisation 0 New idea

1 VOTE

Add a way to disable the Failed Sync Emails

No description provided

11 months ago in Reckon Insights / Management app 0 New idea

1 VOTE

Add more out of the box Banking content

There aren't many out of the box Banking visualisations (and isnt even a Banking Dashboard). It would be good if the out of the box Banking content could be increased

11 months ago in Reckon Insights / Visualisation 0 New idea

0 VOTE