AU Tax - Report Builder filter by sign status
Create a report that includes Sign Status. However, when I try to set it up, the only option available in the dropdown is Client Status.
I would like Sign Status to be added as a selectable field in the report filters to make the report more useful and easier to manage.
9
votes
Anjellyn Mercado
shared this idea
Thanks for sharing this idea, Anjellyn. We understand the request to filter reports by e-signature status. Having these statuses available as report filters could make it easier to track outstanding signatures across client tax returns without checking each return individually.
We've updated the status to Gaining Support so we can continue tracking community interest. If this would help your workflow, add your vote and let us know how you'd use it.
