9 results found
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Introducer reports that can generate a PDF report
Ability to create a introducer report in a PDF format, that allows notes to be added to each case line in the report by the advisers with access.
22 votes -
Ability to Customise the fields in reports
allow us to decide what information should be pulled into report. We would like to be able to use Smartr365 for MI and reporting to the FCA but the reports current fields mean you have to pull several report to do one task. As all needs are different to be able to customise the fields needed would be advantageous
10 votes -
Having non indemnity shown on the protection reports as a separate field. This way we can at least see what is expected to be paid in full
Having non indemnity shown on the protection reports as a separate field. This way we can at least see what is expected to be paid in full and what will be drop fed.
2 votes -
Being able to record renewal commission, non indemnity and claw back.
Being able to record renewal commission, non indemnity and claw back. This is a critical part of understanding the overall financials of the business and currently we have to do manual calculations.
2 votes -
Power Bi Embedded reports to include mortgages, protection, and B&C.
Power Bi Embedded reports to include mortgages, protection, and B&C all in one report. This way, the managers can see at a high level what has been offered to the client rather than having to go over 3 reports, it should be easy to review this on a client level, but then we should be able to drill down into each policy still.
2 votes -
Return the original export fields
The previous export report from the cases screen provided status, follow up date and lender details. The recent update has changed this to client information only. This also only allows either 5 or 20 (limited) fields to be selected. 4 of these 20 are in relation to name!!!!
I have spent over 4 hours today on live chat trying to find a way to export a report of all live cases providing the above fields. This was available last week.1 vote -
Report on Date Field, not status changed date
Reports are currently compiled based on the date a case was moved to a specific status rather than the date itself, making reports inaccurate.
E.g. a case will show in the completed report for May, if the status was set to completed in May, even if the completed date shows April.
I recently updated a case from a former adviser that completed 2 years ago but wasn't updated at the time, that case now shows in the completed mortgages report for June this year.
This method defeats the entire purpose of the report. It is very often the case that…
1 vote -
Report on Date Field, Not status changed date
Reports are currently compiled based on the date a case was moved to a specific status rather than the date itself, making reports inaccurate.
E.g. a case will show in the completed report for May, if the status was set to completed in May, even if the completed date shows April.
I recently updated a case from a former adviser that completed 2 years ago but wasn't updated at the time, that case now shows in the completed mortgages report for June this year.
This method defeats the entire purpose of the report. It is very often the case that…
1 vote -
Expected and Received Proc fee , a field for both!
Having a field of expected proc fee and received proc fee.
This is because if they use the bulk update from L&G club hub and there is a discrepancy between expected and received proc fee, there is no way to check this easily.
This should also show in the mortgage fees and in the reports, as it would be easy to see where the discrepancy has come from.1 vote
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