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  1. 26 votes

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    Daniell Parisi commented  · 

    Very important!

    Daniell Parisi supported this idea  · 
  2. 23 votes

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    Daniell Parisi supported this idea  · 
  3. 298 votes

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    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

    Daniell Parisi supported this idea  ·