Data Reports

There are a couple report ideas.

1. When downloading a client's filled organizer, also download an excel that has all the clients inputs for each field and answers to questions.  This is something that Lacerte Link does which is convenient.

2. A report that will accumulate all the answers to the custom questions.  One of the questions we ask is about consenting to outsourcing so it would be easier if we could run a report across all clients to get those answer to know if a client consents.



1 comment
  • Great ideas! Thank you for posting. 

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