Pie charts and other graph options
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Ben Stein
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Conner Schryver
Ben Stein: Congrats on the 2.0 launch! Big news for you and the Keeper team!!
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Kelsy Schmidt
Hello! Coming back to this Keeper financial reporting build project for my client. My most used graphs in all my Google Data Studio visuals, that would be really nice to see in Keeper: stacked bar chart, combo chart (stacked bar and line-you can choose type for each data element), pie chart, table. There are many more I use, but above would be an excellent baseline. Example of the most complex combo graph attached from one of my products that is built off of QuickBooks online, feeds into Google Data Studio...
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Kelsy Schmidt
Explanation of the graph: sales (top line) minus expenses = profit. Would love to tell some more of these visual stories. Thank you for considering! Roslind Burks
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Roslind Burks
Hello! We created a separate post for daily/weekly reporting options: MGMT report frequency options. Make sure to add your votes if you would like to see those in Keeper 🙂
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Scott Turner
Being able to create weekly charts/graphs would be great!
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Roslind Burks
Scott Turner: I added your vote for the new post, Scott 👍🏾
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Terri Simpson
pie chart, bar graphs, etc
currently I "snip" qbo's graphs into the executive summary for more professional looking top level graphs and use the metrics section for client specific trends.
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Kelsy Schmidt
Terri Simpson: I hear this! Wouldn't it be nice to show "trends" more visually? What do you think of the above graph I posted, if we could create more of those in keeper, is that what would help you as well? above is also what I create in another system, that would be awesome to have in Keeper so that we don't need to flip back and forth as much :)
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Kelsy Schmidt
Terri Simpson: Also, would love to know how you are "snipping" these into the executive summary! Is it like a screenshot that you're uploading into it? I'm newer to Keeper, so I'm going to be looking into your suggestion here on behalf of my client...
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Terri Simpson
Kelsy Schmidt: Go to your windows search on your desktp and type in snip it and you can pin that program to your toolbar. Its truly a wonderful, awesome program. 🤣
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abby@terrainbookkeeping.com
Terri Simpson: how are you putting this into the Executive Summary? Can we add graphics on our own?
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Terri Simpson
abby@terrainbookkeeping.com: using the snip it tool to put into executive summary -it's like a cut and paste function - it works you just have to be careful of the width.
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abby@terrainbookkeeping.com
Terri Simpson: I know about the snipping tool but I didn't know we could input our own graphics into the report. How do you do that?
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Heather Lehman
abby@terrainbookkeeping.com: Would also love to know how you're pasting images into the report, sounds super helpful!