XPM - Add [Client] Group field to Criteria section in Report Builder
In Report Builder when building many types of reports (including Client & Contact and WIP Ledger), we would like to be able to filter for just one Client Group.
However, the [Client]Group field is only available in the Fields section, but not the Criteria section of the report. This means we can run a report for all clients and sort by group, but we cannot run a report just for one group.
This reporting is essential when managing an accounting practice - we need to see WIP Ledger entries pertaining to a particular client group, for billing and KPI purposes.
19
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Naomi McDonald
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