XPM: Add 'Automatically Retrieve from ATO' field to Report Builder
Please make the field "Automatically Retrieve from ATO" available to select in Report Builder to be able to create and run reports with this field in it.
Matthew Wingrave
shared this idea
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Jo Manning
commented
This is critical to checking admin has set this up correctly
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Hass Ayache
commented
Couldnt agree more... reporting on most feilds is possible, this field should be added to assist practice managers and owners to manage their clients better
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Jacqueline Hill
commented
Adding this field to Report Builder and therefore enabling us to produce such reports on clients that have opted in or out would greatly assist in managing the forms that are automatically downloaded from the ATO. Without this, the exercise involves going in and out of each client to check and with a large database of clients this is unworkable.
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Justin Pengilly
commented
Adding this field to Report Builder and therefore enabling us to produce such reports on clients that have opted in or out would greatly assist in managing the forms that are automatically downloaded from the ATO. Without this, the exercise involves going in and out of each client to check and with a large database of clients this is unworkable.