It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.

It would be helpful if you could export the Membership Report in either .csv or .xlsx format instead of just .pdf. That way you could easily filter and combine the information with other reports.

A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.

Please add a report to pull the FINRA history from the licenses tab of the contact record. We use Redtail to manage our advisors and their securities registration. It would nice to be able to run a report that allowed us to see in a glance if we have someone licensed in a specific state.

The ability to create custom reports is great, but when everyone in a company/firm/organization can see a list of every custom report that everyone has created, it can get chaotic and unwieldy. My immediate thought on how to solve this is giving Redtail the functionality to create folders for custom reports. For example, you could have a smaller list of general use custom reports that a firm needs, then individuals could create their own folders to organize their own custom reports.

PLease add "client since" as an option in reminders so you can see daily any reviews upcoming....just like the birthday reminder that you can view daily to see upcoming birthdays....this seems to be an easy add since you already have several categoreis...

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?