Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
Sara
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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Rachel Matthews
commented
I would like to be able to add fields that aren't currently on the report, such as the Tax Qualified type.
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Shelly
commented
Yes! We also need to be able to print the beneficiary report without the balance.
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Suzanne Rodriguez
commented
I do know that if you unclick the closed account box on the accounts page, they will not show up on the bene report. the other things you would have to manually edit since this is a manual system.