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Feature Requests
23
Category
Enhancement
Voters
B
Brett Wysopal, CFP, EA, ECA
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1
Reports
B
Brett Wysopal, CFP, EA, ECA
It would be cool to be able to create Reports on specific pages. For example, on the "goals" page, it would be nice to be able to create a report to show clients of all the assigned accounts for each goal.
January 28, 2026
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