Skip to Main Content
Status Potential for future consideration
Created by Guest
Created on Jun 25, 2024

Consolidated Comparative FS at the Parent Level

Currently we only run consolidated comparative FS at the child level (XXXXX-X). It would be helpful to be able to run these at the parent level (XXXXX) to gain the full view of the client. To do this now a lot of manual work is needed in Excel.

An extended idea on this request would be to implement it in such a way whereby the parent level could be selected in the search box, effectively eliminating the 'need' to use the Multi Client Financial report to achieve this report.

  • Attach files