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4 Vote

Reporting add filter for Company & State

When using a managers access it would be great if we could sort by company ( FA, FD, KFD) and also by state.

  • Guest
  • Aug 10 2018
  • Planned
I need it... Yesterday (let's go already)
  • Comments (0)
  • Votes (4)
  • Merged ideas (2)
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      Drop here to upload
    • 1 Vote

      Add 3 new filters to the reporting section for David Nichols with CMG: 1) # of cancelled contracts over time; 2) # of lapsed contracts over time; and 3) # of cash surrender contracts over time. Merged

      In order to serve the customer better...
      Created 07 Feb 14:05 by Guest
      0 Planned
    • 1 Vote

      Could we add "Geography" to the report criteria for report building? Merged

      It would be nice to have city, county and/or state as a possibility in addition to manager, agency, etc.
      Created 13 Oct 13:18 by Guest
      0 Planned
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