Make custom reports/exports easier to access
Right now you really have to hunt down the ability to run/export a custom report. Not very user friendly... especially for less tech savvy advisors.
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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Dailey Do commented
On the screen showing the templates that we have created, just add a simple button to run the report and have it download to the user that is signed in.
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Angie commented
to save time you can make a macro in excel to cut down on your formatting steps.
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Jason commented
You need the ability to see a Custom Export in a standard report view. The only way I can see my own 'custom report' is to create an export and send that data to Excel. Then I have to format columns, etc. -- much too time consuming. I should be able to see 'Custom Exports' in a quick PDF on online report view.