Right now there's no way to capture the General Infor data from inside a client's Account that shows the Plan Name, Contract #, Plan Year, Eligibility, Entry Date, Vesting, etc. as part of a custom export template. I've had a call with Redtail and they agree the feature doesn't exist. I want to be able to use a quick list and then be able to export that data so I can filter a report by entry dates. That way I will know which of our plans has a quarterly entry, semi-annual, annual, etc.