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86 results found

  1. Reports > Contacts > No Contact > Days In Past > Add YTD & QTD

    We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…

    9 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Included salutations on reports

    It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Add filters to UDF Reports

    Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. activity permissions report

    Can we add to the Report options: Activities NOT permissioned? This would be helpful.

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  6. Account UDF Report needs suffixes and middle initial for contacts

    I noticed on the account UDF report (and results) that the suffix and middle initial isn't present. As we have clients that we tell apart using the middle initial and suffix we need those to be visible at all times.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  7. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  8. Please consider adding the "Nick Name" in reports, especially Birthday Reminder and Seminar Reports

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. UDF

    The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. UDF Report result count

    When running a UDF report (or any) I want to see a count of the number of results at the top. Otherwise I have to export to excel to count quickly,

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. Timer

    Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).

    7 votes
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  12. activity report

    The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.

    6 votes
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  13. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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  14. management page

    As the manager/director of our firm, I would love a management page that would be a database for me to see big picture output like a dashboard overview, of my firm or producers pipelines, tracking of workflows for division, outstanding tasks, etc. a quick view for management purposes with the ability to drill down on a specific topic.

    6 votes
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  15. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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  16. Add a feature to reports that highlight "created by" catagory

    4 votes
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  17. Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact

    Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.

    4 votes
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  18. Top 20 Clients should be top 20%

    4 votes
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  19. Have a filter in reports for activities without the 'all day event' box checked

    Please have a filter in the activities by contact report for all activities without the 'all day event' box checked (similar to "show only repeating activities" etc.).

    3 votes
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  20. Activity Report

    Can we add a column for account number in the report? This will be a big help to our compliance department!

    3 votes
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