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Reckon Insights

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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

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 Square as a Data Source

Add Square as a data feed
about 1 year ago in Reckon Insights / Data source 1 New idea

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.
over 1 year ago in Reckon Insights / Data source 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...
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Data Source - Reckon Accounts Desktop

Add Reckon Accounts Desktop as a Data Feed
about 1 year ago in Reckon Insights / Data source 0 New idea

Ability to manually start a Sync

I want to be able to manually start a sync with my connected data source.
over 1 year ago in Reckon Insights / Data source / Management app 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

Add a Customer Lifetime Value calculation

It would be good is Insights coul calculate my 'Customer Lifetime Value'
over 1 year ago in Reckon Insights / Visualisation 0 New idea

Data Source - Stripe

Add Stripe as a Data Feed
about 1 year ago in Reckon Insights / Data source 0 New idea