Demo Client Portal

status descriptions could go here

Reporting Capabilities

As an admin, I would like the ability to build my own reports using the data pieces available in the system.  Currently, I run an existing report or two and have to cross reference them and do alot of data manipulation that takes alot of time.  If I were able to pick which data to include and in what layout, it would save alot of time and eliminate the need for all of those other pre-fab reports.

  • Guest
  • Dec 29 2016
  • sent to Client Success Team
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