Formatted Reports - select multiple plans
Ability to select multiple plans when printing a report. eg balance sheet or I&E. This can be done via Reports > AGM Prep, however can only select either by manager, or plan range. Client would like the ability to select certain plans, in the same way that certain lots can be selected when printing / emailing levies (ie. A grid with all of the plans and just select the plans the reports are required for). A great idea to include grid selection of plans to choose from.
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AdminInsights Team (Admin, MRI Software) commented
Reports ability to select multiple plans when printing a report.... eg balance sheet or I&E. This can be done via Reports > AGM Prep, however can only select either by manager, or plan range. I would like the ability to select certain plans, in the same way that certain lots can be selected when printing / emailing levies (ie. A grid with all of the plans and just select the plans the reports are required for).