Exports should document the date range criteria

Posted about 1 year ago by Judy McKinney

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Judy McKinney

All reports including exports should document the date range and other items requested for the report somewhere in the header. AND the export identification listed in the confirming email should correspond with the export title and not be another number which makes things very confusing.

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Hilary Temple posted about 1 year ago Admin

Hi, Judy! 


Thanks for sending in your enhancement request! We have received other requests similar to this, so I will update your thoughts to our existing notes to improve report exports. 


Have a fabulous week!


Hilary Temple

Client Onboarding Specialist 

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