Ability to add more sub reports to owner report
Owner report can only have 2 sub reports, one is Booking/Financial/Revenue report and one is owner adjustments. When you run the report and choose the date range, both sub reports will run data of bookings within this time frame. Any data outside the date range can't be generated.
However, we want to add more sub reports (e.g Year to Date financial report) there to generate the information OUTSIDE of the date range selected.
Im summary, we want to select multiple date ranges for each sub report and show all those sub ones in 1 owner report only.
Shae Davies-Croft
shared this idea
-
Shae Davies-Croft commented
My owners want YTD figures displayed at the bottom of their statements and they think its unreasonable that it cantbe done haha
-
Tracy Champagne commented
This feature will allow us to update existing owner reports more efficiently. If a PM decides to utilize a revenue report instead of a booking report, the current process requires us to create a new owner's report to make the change.
-
Thuy Dinh commented
Hi @steph,
- The current behavior:
1. Create a owner report
2. Choose the sub - report
3. After creating the owner report=> if we want to change the sub-report => You can not change it. You have to create a new owner report to be able to change the sub-report which quite inconvenient.
Feature request:
After the owner report is created, we still able to change the sub-report if needed.
-
Ability to modify the sub-report (Booking/Financial/Revenue report) from the owner report in enhanced reporting
-
AdminSteph (CTO, Hostfully) commented
Please further explain what you mean. Thanks.
-
I want to select another sub-report used in the custom owner report.
