I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.

We can already add Household name to the report export. Please add the ability to display clients by Household name to reduce duplicates when generating a mailing list which includes a single Household with multiple clients as recipients. (For example, we use keywords to indicate which clients should receive our year-end holiday cards, but right now the reports can't consolidate that list if we have added that keyword to both spouses but only need one card mailed.)

Please add the clients' nicknames to the birthday report so that when we make birthday cards, we do not have to go into their profiles to see if they go by another name. This is especially helpful for when we have new staff or interns who may not be familiar with the clients yet to know to address the cards differently.

Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.

Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.

All account fields but especially issue date should be a filterable and exportable option when doing account reports

The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks

There should be the ability to run a report on accounts who do not meet a specific required balance rather than having to export all accounts and filter them in excel. For example, it would be very convenient to run a report and find all accounts that are under "***" value

Allow all fields to be exportable. Example created by - you can run an advanced search but need an export/report on this

Can we have a report with, acct #, Actual Investment objective/model, and UDF of our choice?

I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.

Some of our client have special characters in their name (such as ñ, á, é, í, ó, ú)
When exported to excel, these are displayed improperly.
Examples:
ñ becomes √±
é becomes é

Is it possible for the .csv files to output as a .csv UTF-8 instead?

We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)

Reports > Contacts By Review Frequency > Add All & Quarterly.
We enter the Contact frequency, then the Admins go to run the report... and they have to wade through separate drop-down filters for Monthly, Weekly, and Annual... and there is no filter by Servicing Advisor! No wonder the admins hate it! On the results page, please default to show "All", add an option for "Quarterly," and include a filter for "Servicing Advisor" also.

I would like to be able to see Jr, Sr, or III for clients with children that have the same name. This would help with confusion when both the parent and the child are clients.

The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
I strongly suggest that this be changed back to the previous format.