Would it be possible to add some filters to the above Reports in Plannr please? Every time we need to do an Export we have to run it for our whole client bank which results in thousands of clients and the report either takes ages to run or fails - we just need to be able to run reports based on selected Business Clients in Plannr and their Staff Members or Scheme Members.

Also, when running an import for Group Staff Members it would be really useful to be able to specify the Adviser and Group for them at the same time if possible so we don't have to add this in for each of them..