Reach Reporting Video Tutorials
Quickly learn how to visually enhance your client’s financial reports.
Reach Reporting Basics
Reach Reporting | Color Themes & Customization
Light / Dark Theme, Metric Chart Default Colors, Custom Colors.
Reach Reporting | Dashboards Overview
Creating a new Dashboard, Assessing Templates, Adding Metrics, Publishing Live.
Reach Reporting | Metric Builder Overview
Metric Types, Customization, Date Ranges, Custom Data, Class Filters.
How to Build Reports in Reach Reporting
Reach Reporting | Creating / Editing Metrics
Adding Metrics, Layout, Customization, Templates.
Reach Reporting | Adding Financial Statements
Adding Financial Statements, Dates and Columns, Custom Data, Custom Mapping, Templates, Presentations.
Reach Reporting | Working with Images
Uploading Images, Moving and Resizing, Customization.
Reach Reporting | Working with Text
Text Themes, Adding Text, Move, Customize, Examples with other Objects.
Reach Reporting | Working with Live Text
Understanding Live Text, Adding, Changing Live Text Dates, Customizing Appearance.
Reach Reporting | Working with Shapes
Lines and Basic Shapes, Resizing, Customizing Lines vs. Shape Types, Location, Sizing.
Reach Reporting | Working with Scratch Pad
Storing Content and Pages, Using for Other Reports / Companies.