Discussion ongoing
Database Reporting Made Easier
Hello,
Every tax season and every quarter when our firm needs to run Database Reports, we run into difficulties. Filters, modifiers, groups, and folders are all in different places. Then they each need to be selected in a specific order before printing. This system is very unorganized, frustrating, and not user friendly.
In the future, can you make an easier way to streamline database reports?
For example, make one place where you go to select clients by tax preparer, and by if they have federal estimates AND state estimates. Including having the list of selected clients go by full name (last name first).
Thank you.
