Replies posted by amcnary

10 Replies

abhopmann
Advisory Board
abhopmannAdvisory Board

Platform: Other options besides dark modeImplemented

Hallelujah!!  🙌🏻 

13
Dakota
9 months ago
abhopmann
Advisory Board
abhopmannAdvisory Board

Platform: Other options besides dark modeImplemented

I love what Abby says above! I would love to see template options for the entire report - not just the cover, too! 

13
Dakota
9 months ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Awesome! My bigger clients will love seeing these reports! 

293145
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Hmmm this could work. I think it would be better if the “Share” feature was on the initial Burn page. Otherwise, I will have to send two reports. I’ll have to get into the “Expense” section and “Cost of Goods Sold.” With Sales, I can get away with just sending the “Income” report since all revenue categories are under “Income.” However, I think by having the share feature buried within the tabs, the client will be missing out on the graphics and charts that show up on the initial page. That’s the good stuff that I want them to see. They are not as likely to dig into the details like I would be….they want to see the pretty graphs and the visuals to tell them the story.

293145
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

Well, I’d like to share all of it with them. When I use the Report Builder feature, I’m able to email the reports directly to the client. However, I don’t see a way to do that with Burn or Sales. Is there a way to give the client direct access to Digits so that they are seeing all of the features (Report Builder, Boost, Sales, Burn, etc) and then they just log in to whatever feature they want? I’d rather be able to send them reports when I know the work in QBO has been updated and is accurate before they just log in and start poking around - but either way, I don’t see how to give my client access. Can you help? Thanks!! 

293145
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

I love the Sales and Burn reporting! However, I don’t know how I can give my client access to these reports. They are the ones that will really geek out over this stuff. I’d love to send them something weekly, but I don’t see a way to send reports like I do in the Report Builder feature. Any help with this?

293145
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

I spent some time checking out the Burn and Sales features the other day and everything looks awesome! I have a client that would like to get a weekly report to keep an eye on their spending and I think a report from Burn will be just what they need! I’d like to set up the Real-Time feature so that everything is updated in real-time but, it seems to be stuck in a loop. I’m being asked to upgrade, but then there is no way for me to upgrade. Can you help me out with this? Also, are there any demo videos on the Real-Time features with Burn and Sales?

293145
J
1 month ago
Andrew
AndrewInspiring
published in 🔒 Labs

Digits Advisory Tools: Now in LabsLabs

I’m running into the same issue as Andrew was having. It says the advisory tools should be unlocked but they are still locked when I log into Digits. Can you help me with this?

293145
J
1 month ago
amcnary
Advisory Board
amcnaryAdvisory Board

Digits Reports Builder: More visual / branding customization optionsImplemented

Where is the LOVE button when I need it? These covers are AWESOME! Okay - I’m gunna take the idea one step further. Ready? lol Is there a way for the key color in the template cover to continue through the entire report? The design elements of the cover probably would make it too busy if it were carried through the entire report as a backdrop, but perhaps a solid color found in the cover template could help it all blend together well. I know this is a big request - and not really related to the actual analytical power behind the reports, but I think it will 100% pull everything together if it all has the same look and feel. Big request, I know…..but I bet you guys can deliver! ;) 

14
A
1 year ago
amcnary
Advisory Board
amcnaryAdvisory Board

Digits Reports Builder: More visual / branding customization optionsImplemented

Dannnnnng Wayne!!! YES! 🔥🔥🔥

14
A
1 year ago

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