Out of interest, how long will it be before we have any reporting on Circles? Currently we have no way in an export of seeing Circles to any degree, so we can’t report on how many Circles we have, what Circles individual records are a part of (if any), we’d also need to have a way of seeing all of the addresses and email addresses related to a Circle.
It’s a big thing for us that is stopping us from fully adopting Circles as we’d like (all the while aware of a future pending loss of Joint records), and it makes compiling marketing lists or basic metric reports an absolute headache.
Emily Corck
•
Aug 18, 2025
It would be really helpful to be able to report on fees in Circles. Im not sure how many firms dont want to know the combined fees for families, or couples.
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Comments3
Abi Hortin
Jun 9
•Merged request
•11 votes
Circles export
Ability to report on circles please
Stuart Boyle
Jun 9
•Merged request
•15 votes
Reporting on Circles
Out of interest, how long will it be before we have any reporting on Circles?
Currently we have no way in an export of seeing Circles to any degree, so we can’t report on how many Circles we have, what Circles individual records are a part of (if any), we’d also need to have a way of seeing all of the addresses and email addresses related to a Circle.
It’s a big thing for us that is stopping us from fully adopting Circles as we’d like (all the while aware of a future pending loss of Joint records), and it makes compiling marketing lists or basic metric reports an absolute headache.
Emily Corck
Aug 18, 2025
It would be really helpful to be able to report on fees in Circles. Im not sure how many firms dont want to know the combined fees for families, or couples.