New filter in Plan Export - in our agency or not

We need a new filter in the plan export please so we can report on which plans are active and under our agency and which ones we're not actually the servicing agent for. The fields are in Plan Details but not available on the export to filter by.

Area of the system
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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Reporting / Exports / Searches

Date

Over 1 year ago

Author

Rob Gray

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