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Although it is possible to generate monthly, bi-monthly & quarterly reports, with the end of the financial year thundering down upon us, I would like to also be able to do an annual review.
Will this option become available soon?
I agree. The inability to run the reports based on annual client data will restrict our ability to convert annual complance clients to quarterly or monthly Advisory clients. We need to be able to run this (at least initially) on annual data.
Thanks. This is really helpful feedback and we're currently investigating how best to offer this kind of view while keeping the product as simple as possible.