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Status New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Apr 12, 2017

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Ability to memorise custom reports

After I modify a report, I should be able to memorise it and have it available as a memorised report to run in the future.

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  • Guest
    Reply
    |     Dec 6, 2023

    Reckon Insights - our new analytical tool is now available. Please head over to Portal > look for Reckon Insights.

    You can connect your Reckon One book's feed to the Report > use the out-of-the-box Reports available or you can generate and save new Reports (available with the Creator license).


    Learn more about Reckon Insights by watching the YouTube playlist.

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  • Guest
    Reply
    |     Dec 5, 2023

    It is Now Dec 2023 and I still can't find a way to save a report to favourites with the selected parameters. I have reports saved in Favourites but each time I run them, I still find I have to select the same parameters that I want .

    Hasn't this been looked at yet?

    Thanks....Jean.


  • Guest
    Reply
    |     Aug 8, 2020

    Oh, that’s great news Jason. I look forward keenly to the release of the new reporting facilities. It will be a significant enhancement and will, I’m sure, be well received by your Reckkn One user base. Good on you all. Thanks ... Michael 👍

  • Admin
    Jason Hollis
    Reply
    |     Aug 8, 2020

    Hi Michael. Yes sorry the new reporting tool took longer than expected to get off the ground, and we went a lot broader than originally expected. The goods news, we are hoping for a soft launch to Reckon One customers later this year after a July demo to our partners was well received.

  • Guest
    Reply
    |     Aug 8, 2020

    Yes! Agreed. This is a really significant weakness. Almost a show-stopper for me at this stage. Initially I was heartned to see from Jason Hollis' comment that this will be included in the forthcoming upgraded reporting tool. But then I saw that Jason's comment was posted 18 months ago. That doesn't leave me feeling very optimistic that this has received serious prioroty from Reckon. I hope it comes very soon, before my patience runs out.

  • Guest
    Reply
    |     Aug 20, 2019

    Yes!!! Me too!! And change margins ... so much wasted white space on a page when you print! 

  • Guest
    Reply
    |     Aug 20, 2019

     I agree, very frustrating- I’ve been spoilt by 20 years of Quickbooks and Reckon

  • Admin
    Jason Hollis
    Reply
    |     Jan 21, 2019

    We are currently looking at the best way forward for our reports @john, including a new reporting tool. Whatever we decide, memorised reports will definitely be part of the solution. 

  • Guest
    Reply
    |     Jan 20, 2019

    After switching from QuickBooks on line, where this facility is available, the lack of this feature in Reckon One is very frustrating indeed.

1 MERGED

Saving filtered/customised Payroll Reporting

Merged
It would be great to be able to save a payroll report that has been customised/filtered rather than having to redo it each payrun. We could do this in Payroll Premier.
10 months ago in Reckon One / Payroll 0 New idea
8 MERGED

Ability to favourite/memorise reports with custom filters saved

Merged
Memorised Reports Need to be able to save Filtered reports to Favourites, and have the filter hold.
over 6 years ago in Reckon One / Reports 0 New idea