Report Showing Client/Plan/New business/Fees

Would it be possible for you to create a report that produces a combination of data from for the above areas in Plannr.
The reason for this request is that when running a New Business Export, which is intended to be a New Business Register, it is not possible to see any record of the remuneration earnt as a result of that business, e.g. any initial fees/commission and any ongoing fees/commission agreed.
We have recently had an FCA request which required us to produce this information quickly for a 24 month period and we had to do this by merging data from various areas in Plannr.
Please help :)

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Reporting / Exports / Searches

Date

About 2 years ago

Author

Anita Brennan

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