Settings and activity
4 results found
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297 votes
Hi team, following on from my last update though our position remains that we don't have plans for making all reports available in report templates we wanted to share a recent change we have made.
We have unlocked the ability to add client-specific custom reports to Adviser packs, giving you additional flexibility and more comprehensive reporting, which we know has been a key request for some in the idea here.
As mentioned in our last post - we're very keen to continue to understand the interest in specific reports, so if not already please make sure to add your support or start an idea for a the report you'd like to see. Thanks
Lara Greenway supported this idea ·
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84 votes
Lara Greenway supported this idea ·
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185 votes
An error occurred while saving the comment Lara Greenway supported this idea ·
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32 votes
Lara Greenway supported this idea ·
This would be very usefu