Ability to save default report templates
in backlog
L
Lisa Smith
We have to set up 3 management reports for every client. These are comprised of a combination of 7 customized reports based on the type of client. It is time consuming to have to customize the standard reports for each new client and then create the management reports. We would love the ability to set these customized reports and management reports up as templates at the firm level so we could apply them to new clients.
Subhanan Sahoo
updated the status to
in backlog
G
Gila Halleli
Righttool add-on that allowed you to save reports on one client, in a set list, and then deploy them globally. Naturally, Intuit killed that ability with the update.
The status was updated to
under review