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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

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 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...
10 months ago in Reckon Insights / Visualisation 0 New idea

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

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