Report that will run last Client Review date
Due to the glitch in the next review date. We are missing some of our clients actual review date. Since the glitch hasn't been fixed we need the ability to run a report versus having to go through each client to check to see if they were missed. The report for last activity is not an accurate report for this either. This glitch causes a problem with meeting our compliance date for each annual review.
Tara Shannon
shared this idea
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!
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Melissa Drummond commented
I would love to be able to add to a custom export the ability to view the last review/meeting date with a client. Last activity shows the last communication but not the last meeting date
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Kathy Williams
commented
We also need to be able to select NA for both review dates, as some clients do not require reviews. And we need to be able to run a report of All Active Clients, showing the Next Review Date for each client, including those where those fields are blank, as those are the ones we most need to know about - who did we miss on scheduling a review and our setting the next review reminder! Currently have to 2 reports, active clients, and review date, and cross check them to see who was missed - very time consuming when you have 600+ clients!