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Tutorials

Quickly learn the basics of Reach Reporting.

Basics

Admin Panel

Getting Started, Billing, Team / Users, Consolidations.

Color Themes & Customization

Light / Dark Theme, Metric Chart Default Colors, Custom Colors.

Dashboards Overview

Creating a new Dashboard, Assessing Templates, Adding Metrics, Publishing Live.

Metric Builder Overview

Metric Types, Customization, Date Ranges, Custom Data, Class Filters.

Reports

Creating / Editing Metrics

Adding Metrics, Layout, Customization, Templates.

Financial Statements

Adding Financial Statements, Dates and Columns, Custom Data, Custom Mapping, Templates, Presentations.

Images

Uploading Images, Moving and Resizing, Customization.

Text

Text Themes, Adding Text, Move, Customize, Examples with other Objects.

Live Text

Understanding Live Text, Adding, Changing Live Text Dates, Customizing Appearance.

Shapes

Lines and Basic Shapes, Resizing, Customizing Lines vs. Shape Types, Location, Sizing.

Scratch Pad

Storing Content and Pages, Using for Other Reports / Companies.