https://social.orionadvisor.com/members/natalie-webertclsinvest-com/activity/friends/ Activity feed for Natalie Webert's friends. Thu, 15 Oct 2026 15:20:36 -0500 https://buddypress.org/?v= en-US 30 hourly 2 fc2105905c744ab42f9368ccd42967bc https://social.orionadvisor.com/activity/p/10765/ Wed, 14 Nov 2018 20:39:44 -0600 0 e2004658641207d859cfa8f69412fb59 https://social0.wpengine.com/forums/topic/dynamic-reporting/ Tue, 27 Jun 2017 18:27:29 -0500 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]

]]> e2004658641207d859cfa8f69412fb59 https://social0.wpengine.com/forums/topic/dynamic-reporting/ Tue, 27 Jun 2017 18:27:29 -0500 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]

]]> 44a2d0c51151293fa66e79f1addb758d https://social.orionadvisor.com/activity/p/4079/ Wed, 07 Jun 2017 03:52:18 -0500 0 7a7d99afca3c4f5b9805565e0c152e6e https://social.orionadvisor.com/activity/p/2185/#acomment-2295 Fri, 28 Apr 2017 19:06:12 -0500 Yes I will

In reply to - Natalie Webert posted an update @brian-towner Do you get a notice when I mention you in note? ]]> 7d61ce69c935b0e6a360cf84e835ac8f https://social.orionadvisor.com/activity/p/2186/ Thu, 27 Apr 2017 13:56:48 -0500 @natalie-webertclsinvest-com – It’s not even clear how I reply to you mention!!!!

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