How can we help you?

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>The report only pulls through the plans held under a wrap but not the wrap itself. For example a client with a pension holding GIAs underneath only shows the client as holding GIAs with no pensions on the report.<br><br>Can the wrap header please be displayed on the report</p>

Valuation Report - Wraps to display on report

Maikay Davey