Adding dates to reports under Owner Portal > Statements
As an owner, I cannot easily tell which report is which from Owner Portal. It'd be better if we can add the date to when the report was sent, or the date range to Owner Portal > Statements.
April Mai (work email)
shared this idea
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tamliggett
commented
Please consider allowing the ability for a date field covering the reporting period and doing this as soon as possible. After years of opening and closing statements on owners portals to find which owner statement to look at, it is getting tiring. Please allow an extra "label" field to be posted with the report that can describe the reporting time period (i.e. 7.1.25-7.31.25). I'm not aware of any institution that issues financial statements and just has hundreds of them listed without dates on them and you have to open each one up to figure out which one is the time period you want. Our owner's time and our time is valuable. Thank you