Customizing reports
I would like the ability to customize the columns in a report. Specifically, the UDF reports by contact should have servicing advisor, status and category, or allow the ability to add additional columns. Sending to search does not include the information from the report and as UDF's are not part of advance search it turns a great report into a multi step export to obtain the information that is not nearly as clean.
19
votes
Heather
shared this idea
-
Marlaine commented
A customized report creator with the ability to export to word or pdf too, would be nice.