Table Of Contents - Reckon Insights - Viewer

Contents. Introduction. Quick start. Folder and visualisation navigation. Downloading content. Using filters. Working with boards.

Table Of Contents - Reckon Insights - Creator

Contents. Introduction. Quick start. Folder and visualisation navigation. Downloading content. Drill-through options. Using filters. Working with Boards. Working with Dashboards. Working with Explore…

Introduction - Reckon Insights - Viewer

Introduction. Reckon Insights is your platform for business and financial reporting, analytics, investigation, and collaboration. Build business insights across multiple data sources with automated c…

Introduction - Reckon Insights - Creator

Introduction. Reckon Insights is your platform for business and financial reporting, analytics, investigation, and collaboration. Build business insights across multiple data sources with automated c…

Quick Start - Reckon Insights - Viewer

Quick Start. A Viewer is able to: Browse shared folders and view Boards, Dashboards, and Visualisations. Create Boards and share them. Download data from Boards, Dashboards, and Visualisations. Brows…

Quick Start - Reckon Insights - Creator

Quick Start. A Creator is able to: Browse shared folders and view Boards, Dashboards, and Visualisations. Create Boards and share them. Download data from Boards, Dashboards, and Visualisations. Basi…

Folder and Visualisation navigation - Reckon Insights

Navigating folders and visualisations. Browse Menu. Click on the Browse menu to view the top-level folders available.. Folders. The Folders section has three entries: Shared Folders. Your personal fo…

Downloading content - Reckon Insights

Downloading Content. Being able to share content is key, and Reckon Insights has several built-in options to help get information out to the people that need it most. One of these is downloading, and…

Drill-through options - Reckon Insights Creator

Drill-through options. Insights visualisations are great for presenting and working with your data, but it’s always useful to understand what makes up the figures of KPIs. All Insights visualisations…

Using Filters - Reckon Insights

Using Filters. Filters can always be found at the top of any visualisation. Simply select the filter toggle option to expand and show all relevant filters on a visualisation. Different types of filte…

Working with Boards - Reckon Insights

Working with Boards. Whether it be your own favourite collection of charts and reports, the set of dashboards discussed in regular meetings, visualisations pulled together for a client consultation,…

Working with Dashboards - Reckon Insights - Creator

Working with Dashboards.. Dashboards are a great way to present and work with multiple pieces of information at one time.. Insight has many default dashboards, and if you have a Creator license, you…

Sharing and Scheduling Content - Reckon Insights - Creator

Sharing and Scheduling Content. Insights content can be shared with, or sent to, others, either on a schedule or immediately.. Copying and Sending a URL. Content can be shared by sending the URL of t…

How to include all Books or Company Files by default for a Dashboard

Scenario. By default, all contents (Charts, KPIs, Ratios, and/or Reports) in Reckon Insights does not load automatically. This is applicable to any templates within Reckon Insights. For example, a Va…

Working with Explores - Continued - Reckon Insights Creator

Working with Explores continued.

Adapting and saving Visualisations - Reckon Insights Creator

Adapting existing Visualisations. The easiest way to develop your own Visualisations is by copying, and then adapting, existing Visualisations.. Copying and moving Visualisations.. Both Dashboards an…

Working with Explores - Reckon Insights Creator

A gentle introduction to working with Explores by way of a worked example, creating an analogue of a standard Reckon Insights Visualisation.

Working with Alerts - Reckon Insights Creator

Page Under Construction. Coming soon... Back to Table of Contents - Creator

Removing a Group

Removing a Group - Reckon Insights.. Click the group in the left pane to select it, then click the ellipsis menu-button and select Remove group.. The confirmation dialog opens warning this cannot be…

How to change the Administrator for Reckon Insights: Best Practices

Scenario. Employees will eventually move on for various reasons. When this happens, work done in Reckon One Books or Reckon Insights must be transitioned smoothly to the next administrator. Updating…

Transaction Type directory for Reckon Insights

The following is a matrix of transaction types defining the terminology used from different data sources translated to the terms used within Reckon Insights. The data sources are: Reckon One (R1). Re…

How to setup Reckon Insights from sign up, account creation, adding feed, and viewing contents

REFERENCE : RA-2086 PREREQUISITE An activated portal account is required. The following is the end-to-end process in setting up a Reckon Insights Data Feed. Summary. Purchase Insights License. Alloca…

Getting Started with Reckon Insights – Explore Mode

About. When you first start with Reckon Insights , after completing the setup and configuration, you might ask yourself: What’s next?. A new visualisation tool can feel overwhelming at first. That’s…