Remove Closed Accounts from Reporting Under Account Type
When you click on accounts and see the graph for what type of accounts make up your client base, the closed accounts are still reflected. This does not depict an accurate picture of our clientele. Including the data skews what type of accounts we should be focusing on for our firm. Please do not include closed account in reporting function. They are closed and should not be considered relevant data to the existing database. However we should not have to delete them entirely because we might have important notes of past history tied to those accounts. Just disable them from reporting functions.
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!
I knew I shouldn't have checked the progress here - As of 7/14/21 it's now been 19 months since Redtail has noted the issue as received and in discussion yet I still show more than 37% of my accounts as "Other" and they are all closed accounts. Either fix the issue to exclude closed accounts (how hard can that be to add a filter?) or delete the screen as it continues to be useless!
I 2nd Chuck Vercellone frustration. Decisions move faster through Congress than they do here!
Here we are some 10 months after a response and closed accounts still show in the account total on the AUM graph. WHY CAN'T YOU REMOVE CLOSED ACCOUNTS FROM THE TOTALS? This page is totally worthless as the information contained does not reflect actual holdings. We need some movement here!
Not sure what the lag here is - seems it would be simple to just filter out the closed accounts by default. I show "Other" representing 38.6% of my total accounts (305 "other" accounts) yet 100% of the accounts listed as "Other" are closed accounts. Why do we have something on the screen if it has absolutely no value whatsoever?
OK, so you've acknowledges this suggestion has been received but no urgency on fixing this issue. The account by type chart is absolutely useless as it currently stands as the chart is based on # of accounts and closed accounts are included. If you are not going to fix this graph, how about adding a graph based on account value so closed accounts are automatically eliminated as they have a $0 value.
When viewing the Accounts Tab the pie chart for "Accounts by Type" includes the number of closed accounts in the totals. That makes no sense at all to include closed accounts. My chart shows 303 "Other" types for a total of 39.1% of my total accounts. However, when pulling a report of "Other" and filtering out "Closed" the number drops to 0. The chart should only show active open accounts.
under the accounts by Type graphic. I would like to see account by type for open accounts.
Or the ability to toggle between all accounts and open accounts.
Not sure of the value to see breakout of accounts that have closed--at least for us.
To be able to get dollar value of accounts by type (ie we want to know the percentage of $$ in the fee-based accounts vs mutual funds) The current chart is useless to us because it includes closed accounts and those with zero balances.
I agree - since the inclusion of accounts I have repaired the account type on all open accounts but the graph says I have 41.6% accounts noted as "Other". If I filter out closed accounts there are no "Other" accounts that are noted as Open. Why do closed accounts show up in the graph? It makes no sense. Closed accounts should be excluded by default.