Annual Review Report

In this new world of Consumer Duty it would be great if Plannr could develop a library of simple reports that users could select. Given the spotlight on annual reviews being able to see a simple list of what annual reviews are due within the month (or selected period) and % completed would be a great facility/report.

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Accepting Feedback

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Feature Request

Tags

Reporting / Exports / Searches

Date

Almost 2 years ago

Author

David Pegler

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