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Replies posted by courtney

61 Replies

JAM
Advisory Board
JAMAdvisory Board

Client Responses to Reports SentImplemented

Hey @JAM - that's odd! I am going to have our engineering team dig into this further. Could you share a little more about how you found out about the missing notifications? And how your clients were responding on the Digits reports? (ie. commenting, replying back to emails, etc.)

4
Michael
1 year ago
T
TylerOttoNew Decimal

Digits Reports Builder: Budget Vs Actuals (supporting class/location/etc)New

@daskocina I am so glad to hear that your clients love Digits! Great idea to upload some reports (such as BVAs and Budgets) into Digits as you switch and update your clients. As to your question, there are annual reports, but we don’t yet have reports for the past running 365 days. Please upvote a similar idea here!

13
courtney
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

@Wyosmallbiz the Advisory Tools for your account have just been unlocked. We can’t wait to hear your feedback!

293145
J
1 month ago
C
Advisory Board
CLOVANAdvisory Board

Account Manager Role to have automatic access to new clientsNew

Hey @CLOVAN thanks for sharing this feedback about our user roles!

1
courtney
1 year ago
shannonp
Advisory Board
shannonpAdvisory Board

Digits Reports Builder: Report showing YTD split by monthsDiscussion ongoing

Hey @daskocina I am so happy to hear that you are loving Digits so far! I am glad you posted on this thread to let us know this is something you are interested in! We are actively discussing internally how best to create these reports to support them officially in Digits :)  Our product team is keeping a close eye on this thread and we are excited to keep building tools to solve your biggest pain points.  

14
AbbyTBK
1 year ago
courtney
courtneyBrainy
published in Customizing Digits Reports

Customization options for Profit & Loss ReportTutorial

Hey @AKolacz21 thanks for reaching out. I am sorry that you’re having an issue with the toggle not turning off. I am looking into this problem with our product team. Hold tight we will get it resolved. :) 

1456
Michael
9 months ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Thanks @10Key for this feedback. The pictures are super helpful as we dig into why this is happening. 

64327
Michael
1 year ago
DZMBB
Advisory Board
DZMBBAdvisory Board

Digits Reports Builder: Pin "open" charts or graphs on statementsNew

Hey @DZMBB yes - please send a video :)

4
courtney
1 year ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board

Digits Advisory Tools: Customer Concentration ViewNew

@dgoodcfo I love this idea!! I am excited to chat about this with the team, I think it could be very valuable to view in Digits. 

1
courtney
1 year ago
dgoodcfo
Advisory Board
dgoodcfoAdvisory Board

Digits Reports Builder: Report time dimensionsNew

Hey @dgoodcfo great call out! Right now when you are editing a report we have a section called Options which is on the left side of the page. When you click into Options you will be able to toggle on Month over Month or Year over Year. I would love to hear more about how you would want this to look. :)

1
courtney
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in General

Inaccuracies

Hello @contractorskeeperllc so we can triage further what client is this happening to?

2
C
Advisory Board
1 year ago
C
Advisory Board
contractorskeeperllcAdvisory Board

Platform: Speed improvementsNew

Hey @contractorskeeperllc ooh no, that doesn’t sound good. Thank you for bringing this up, we are taking a look to see if there is reason why it has been lagging. 

4
Michael
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Hey @amcnary not a problem, they are now all unlocked for your account. :) Excited to hear your feedback!

293145
J
1 month ago
DZMBB
Advisory Board
DZMBBAdvisory Board

Digits Reports Builder: Pin "open" charts or graphs on statementsNew

@DZMBB can you share more context around what you are trying to solve? I would love to bring this up internally to our design and product team for a deeper discussion. :) For example are you just wanting the pop up content to be available for the rest of the report so you can post it by that specific line item?

4
courtney
1 year ago
DZMBB
Advisory Board
DZMBBAdvisory Board

Digits Reports Builder: Pin "open" charts or graphs on statementsNew

Hey @DZMBB ooh thats a great idea! I think this could be super helpful to easily add more context.

4
courtney
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Hey @rdavis! Great question - the tools are now unlocked for your account. We are excited to hear your feedback. :)

293145
J
1 month ago
sanjeetdas
sanjeetdasDigits Team
published in 🔒 Labs

Quality Check: Now in Labslabs

@AnaASoto ooh no thats odd, I just reviewed your account and everything should now be up to date/turned on. Let me know if you have any other questions. :)

460552
Rob Hamilton
1 year ago
T
TSBooksNew Decimal

Platform: Client Portal with customization for website integrationNew

Hey @TSBooks thanks for sharing this idea. :)

1
courtney
1 year ago
T
TSBooksNew Decimal
asked in General

Client Portal?

@TSBooks That is a great idea! Will you create this as an idea here.

3
courtney
1 year ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Reports Builder: Now in Labs

Hey @CLOVAN just got it turned on for you! Go ahead and test it out by generating a new report and opening up the tool bar on the right side to drag and drop charts and insights into the executive summary! Let us know what you think! :)

64327
Michael
1 year ago
S
Advisory Board
sarahbrookeAdvisory Board

Digits Reports Builder: Adding Loom Videos to ReportsNew

Hey @sbrooke0503 thanks for sharing this feedback! It is super helpful to see how you would want this to work. :) Great call out - I love the idea of being able to add additional pages into your Digits Report to share more insights. Right now when you generate a report you can add attachment. Please see below screenshot and let me know if you have any questions.  

4
Judah
Advisory Board
1 year ago
focalpointbk
focalpointbkNew Decimal

Digits Reports Builder: Graph/Chart VisualsNew

@focalpointbk This is super helpful, thank you for sharing!

5
courtney
1 year ago
R
Advisory Board
rynaecalderAdvisory Board
asked in General

Account manager versus admin access

@rynaecalder great to hear!

6
courtney
1 year ago
R
Advisory Board
rynaecalderAdvisory Board
asked in General

Account manager versus admin access

Hey @tymueller good news we fixed your employees access! She should now have the ability to share or email the clients. :)

6
courtney
1 year ago
S
Advisory Board
sarahbrookeAdvisory Board
asked in General

Removing Clients

Hey @sarahbrooke great question! We have a quick article on how to remove a client from Digits - click hereHeres a little preview: please email us at support@digits.com with the details and we can help get everything disconnected for you. :)

1
courtney
1 year ago

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