Help Center

Improved

Fixed

💡 Share your ideas

plannrtechnologies

Backlog

Planned

In Progress

Completed

Rejected

Accepting Feedback

Integration

Formbuilder

Time Tracking

Reporting / Exports / Searches

Conversations

Documents (File System)

Tasks

Settings

Client Portal

Contacts (Clients / Prospects / Employees / Introducers)

Income Reconciliation

Notes

Cases

Imports

Fact Find

Groups

Document Builder

Automations

Notifications

Workflow

Dashboard

New Business Events

Custom Fields

Branding

Circles

Audit

Plans

Plans - Valuations

Plans - Transactions

Signature Request

Valuation report

General Navigation

Other

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

Subscribe to post

Subscribe to post