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Visualisation

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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.
about 1 year ago in Reckon Insights / Visualisation 0 New idea

Add an EBITDA Statement to the default templates

Add an EBITDA Statement to the default templates
about 1 year 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
about 1 year ago in Reckon Insights / Data source / Explore / 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
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Return on Investment Ratio

Calculates the profits of an investment as a percentage of the original cost. Formula: Net Profit after Taxes / Total Investment
over 1 year ago in Reckon Insights / Visualisation 0 New idea

After-Tax Profit Margin on Sales

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into after-tax profit. Best used in conjunction with other ratios or for benchmarking against business's of similar size...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Pre-Tax Profit Margin on Sales Ratio

Used to measure the operating efficiency of a business by determining the percentage, or ratio, of sales that have turned into pre-tax profit. Formula: Net Profit before Taxes / Sales
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Total Asset Turnover Ratio

Measures the efficiency with which a company uses its assets to produce sales. Formula: Net sales / Average assets for the period (Total Assets = average for the period calculated)
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Times interest earned Ratio

Measures the proportionate amount of income that can be used to cover interest expenses in the future. The ratio therefore indicates a business's ability to cover debt obligations based on current income. Larger ratios are considered more favourab...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Equity Ratio

Indicates how much of a business's assets have been generated by issuing equity shares, or owners equity) rather than by taking on debt. The lower the ratio result, the more debt a business has used to pay for its assets. FormulaTotal Owner (shar...
over 1 year ago in Reckon Insights / Visualisation 0 New idea