It would be really useful to be able to pull off various reports, such as clients risk assessment score, or those which are approaching expiry etc.
We have recently released a reporting facility that will allow for filtering to show this information and more:
Love it!
Thanks Jane, we are currently building out improvements to the client list that will allow for this. Should be possible soon.
We have recently released a reporting facility that will allow for filtering to show this information and more:
Love it!
Thanks Jane, we are currently building out improvements to the client list that will allow for this. Should be possible soon.