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Compliance

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    Showing 2 of 23
    1 VOTE

    Customizable Compliance Excel Report

    As a user, I want the ability to create my own version of a particular excel report by adding/removing fields, adding/removing filters and groupings. Then be able to save my customized report for future user for myself and/or my organization.
    Teresa Pierson about 2 months ago in Compliance 0
    1 VOTE

    Improve the usability of the Compliance Excel Report Fund Selection

    Improve fund name selector/drop down for the Excel Reports so that the user can select all or multiple fund names without having to click each individual fund name.
    Teresa Pierson about 2 months ago in Compliance 0
    Idea management by Aha! logo