This will be useful for restricting access for only executives to view specific reports.

When initially clicking on a report, the default date range that is displayed is backwards. Not sure if this only pertains to the "Yesterday" quick date filter, but it seems to be global. Please see images.

This will be useful for scheduling reports that have the same schedule, but need to reference a different report.

When you make an ACH over payment to the BENE it creates a transaction record with a type of DCASADVFUND. In the jobs that carries over the values it is not including that type. We are needing that type added to the job

I just want to get credit for all the business I write and I don't on the volume widget and also on the Incentive Contests page. I only show for one of my two agent numbers. I know I am not the only person with more than one agent number. Thanks ...

This function could also serve others that need unique roles when it comes to reporting confidentiality.

I have 3 different policies for each family member, the web site will not let me pay on each of them or all of them. A pay all option would help to make on time payments. Right now it only lets me pay one.

The PDF generated by the print button after using the Rate Calculator has uses many different font sizes and could use a revamping.

This report which is currently in production has no data in it.