Natalie Webert
@natalie-webertclsinvest-com
Active 6 years, 4 months ago-
Nicole Bohe joined the group
Compliance 7 years, 11 months ago -
Brian Towner started the topic Dynamic Reporting in the forum Reporting 9 years, 3 months ago
I have an idea for reporting but it’d be interesting to see other firms feedback on it. I thought it’d be great if we can create dynamic sub reports that only appear in a statement based upon rules. For instance, if you have a Management Style that is an income strategy, you could set an Income SubReport to appear anytime an account has that…[Read more]
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Brian Towner started the topic Dynamic Reporting in the forum Reporting 9 years, 3 months ago
I have an idea for reporting but it’d be interesting to see other firms feedback on it. I thought it’d be great if we can create dynamic sub reports that only appear in a statement based upon rules. For instance, if you have a Management Style that is an income strategy, you could set an Income SubReport to appear anytime an account has that…[Read more]
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Brian Towner and
Natalie Webert are now friends 9 years, 4 months ago
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Nicole Bohe posted an update 9 years, 5 months ago
@natalie-webertclsinvest-com – It’s not even clear how I reply to you mention!!!!
