Add more descriptive file names to the management reports
under review
J
Jennifer
THIS is exactly what I was trying to suggest as well, it would be so much more helpful for clients with multiple companies trying to download several reports, and a time saver to not have to manually update each time.
We have standard Management report names for each client, it would be nice if that could save as a default, so it doesn't have to be updated each time, we use the client name in the report name, so it's mor personalized if they have multiple companies, it would download with the client name in the Management report file.
R
Renae Leahy
Since that is an editable field, I have always made changes to the name before sending.
G
Greg Cullup
1000%!
B
Ben Stein
updated the status to
under review