Report templates - Add Project reports
Ability to add project financials rerporting into an advisor template report
Being able to build a management report template that includes project financials seems like a no-brainer. but you can't do it at template level. You have to start with the existing template for a managmeent report and build a report from scratch for each client.
You can't even take an existing template and add in a project report.
3
votes
Jonathan Vowles
shared this idea