Reckon Insights: Demo Book

About the Insights Demo Book

The Insights Demo Book is fictionalised data that allows a first time user to visualise the power of our analytical tool.

We avoided creating simple demo data which would just result in linear reporting and visualisations, and want the Insights Demo Book to be as realistic as possible. In order to simulate a real-life scenario, we placed ourselves in a business mindset, creating quality and accurate data.

Some benefits to this approach:

• Allows showcasing to clients, partners, senior management and customers
• Allows uniformity when it comes to development, replication, testing and reporting
• It can be used to demonstrate to potential customers
• Usability for most disciplines within the business

Users that can benefit includes:

• Trial users of various Reckon products
• New users of Reckon Accounts Hosted or Reckon One
• Existing users performing sampling of Reckon Insights reports and visualisations

Topic Outline

1. Insights Demo Book
   1. Design
   2. Settings
   3. Transactions
      1. Payroll Transactions
      2. Other Transactions
2. How to access the Insights Demo Book in Reckon One
3. How to add the data feed for Insights Demo Book
4. How to add users to the Insights Demo Book feed for Reckon Insights
5. Viewing Insights Demo Book data using the Insights Templates
   1. Accounts Receivables
   2. Accounts Payables
   3. Payroll
   4. Banking
   5. Financial

Need more help?

Ask the Reckon Community at: https://community.reckon.com/

Or Log a Support Ticket: https://www.reckon.com/au/support/