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Hey {name|there}! 👋

<p>It would be really useful if it was possible to extract Factfind data and to be able to report on it.  Currently some of the fields are reportable on x3 different reports (Client/Plan/Expenditure) but running 3 reports is a faff especially when they don't contain all the fields in the factfind anyway.</p>

Factfind Reportability

Anita Brennan

Plannr Technologies

Factfind Reportability

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