Demo Client Portal

status descriptions couldĀ go here

Reporting

A few suggestions regarding the reporting capabilities:

1. Ability to click on the number shown in the dashboard to pull up the data (the numbers listed on the pie charts)

2. Ability to customize reports with more detail such as by department or supervisor.

3. Better formatting of reports. Currently the reports, when exported to excel, are in a table format. Because it is not just a standard excel file, we are having to manually type out the data into blank spreadsheet in order to customize it for our reporting purposes.

  • Guest
  • Sep 22 2016
  • sent to Client Success Team
  • Attach files