Settings and activity
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62 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
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Belinda Egan
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21 votesBelinda Egan
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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.