Offer editable Reports in .pdf!
We have to Customize our Reports and the only option you have is to create them in Excel. However, when they are in Excel, we have to re-format them Each Time, and then we have to sift through Every Cell because the data is garbled with a BUNCH of " "s. We have not figured out WHAT they represent (extra Spaces, Returns, starting of Paragraphs?) within the Details Section of Activities or Notes. If we did, we would avoid them when entering it in Red Tail in the FIrst Place. It's very Frustrating and TIme Consuming. Any Reports that are done in .pdf currently do not offer several of the information options we need for the reports.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!