Replies posted by Kristen Nies Ciraldo

4 Replies

Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal

Allow % of Income on the graphs that can be added rathe than % or $ Change from prior period.New

i *think* you mean is it something I would want to choose to have as a default with all my clients or would i rather choose client by client.  tbh, ideally i would be able to choose metric cell by metric cell… but in lieu of that, i’m almost always a fan of diversity of choice.  so i’d probably pickby metric cell by presence in reporting vs on the client portal by account utilized by client universal

5
Michael
1 year ago
Kristen Nies Ciraldo
Kristen Nies CiraldoNew Decimal

Allow % of Income on the graphs that can be added rathe than % or $ Change from prior period.New

Hi Michael,Sure!   So the functionality you are showing is in the reports, which is great.I realize what I was asking wasn’t clear because it took ME a minute to figure out what I meant.Turns out I was talking about the "At a Glance” page on the client portal.  We are allowed to populate that page with the information square or cells that we think are appropriate to our client.  What I wish is that in the upper right hand corner, instead of the automatic % change from the prior period, we could instead choose to display the % Income.Right now, although these cells are fantastic to have, in that they can give my clients the quick info they need to calculate a metric or KPI, they aren’t actually displaying the KPI itself.Another option would be to be able to include a different kind of cell that would display the results of a formula of our choosing (but that is probably a heavier lift programming-wise).To be honest, this kind of functionality for what I’ll call these “metric cells” woul

5
Michael
1 year ago
Wayne Chang
Wayne ChangCo-founder

[04.22 — Digits Upgrade] Upgrading: Digits Reports, Digits Search, Accountant Portal, Living Model

wonderful!  so needed for my smaller clients!

1791
Kristen Nies Ciraldo
1 year ago
T
TylerOttoNew Decimal

Digits Reports Builder: Class/Location ReportingDiscussion ongoing

Yes @Trish Fields happy to provide an update. We are planning to add this in Q2 of this year. While it’s a little later than we had originally planned, we know this is important to you and many other folks, so it is coming soon! thank you so much for the update!  this is critical for my niche.  without it, I am unable to provide scalable period reporting.  :) 

13
Michael
7 months ago

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