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60 votes
Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
An error occurred while saving the comment Belinda Egan supported this idea ·
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21 votes
Belinda Egan supported this idea ·
We also use custom P&L and Balance Sheet templates for our client - we must be able to add these into management report packs, so much time gets wasted reformating these reports. It is ludicrous that we need to do this exercise twice for every client.