Skip to Main Content
MintSoft Ideas Portal

Reports allow pick and mix of clients

No description provided
Current Problem

I wish to set up a schedule report for all bar 2 of our 30 odd clients. However I can only do one client at a time or select all. Therefore the report will have loads of emails to the person which is a pain or they get irrelevant information.

Idea to resolve Problem Ability to select clients in the same way you can at the Batch Creation stage
  • Attach files
      Drop here to upload
    • Guest
      Reply
      |
      Feb 26, 2025

      Allow more functionality of all reports - by multiple selections of clients, products, dates, status etc