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What features would you like to see improved or added in Fundriver! Share your ideas here!

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5 comments

  • Official comment
    Cosley Campbell

    Hi Kendall,

    Thanks for that suggestion!  We have added that change to our Development queue and you can expect to hear from us on it by the end of next week.

    Have a great day,

    Cosley :)

  • Kendall Gonzales

    Can you update the Manager Book Value Report to include the GLID/Manager ID? It would make VLOOKUPS a lot easier. 

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  • Cosley Campbell

    Hi Kendall,

    We updated the Manager Book Value Report to include the MGLID.  Check it out when you get a chance and let us know what you think.

     

    Thanks for the feedback :)

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  • Catherine Bonnes

    Not sure if anyone is still looking at this but it would be nice to have the ability to download reports to excel without merged cells.  The merged cells look nice for formatting but make manipulation of data very difficult.

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  • Cosley Campbell

    Good morning Catherine,

    That does sound frustrating- we actually do have a method to remedy this issue on User Defined Reports (UDR's) but nothing for Standard Reports as of yet.  I will take this suggestion to our Product Development Team.

    For UDR's, if you select Worksheet as the format type, you will not have any merged cells when you export to Excel.  

    Thank you for the feedback- we love hearing from our Clients!

    Have a great week :)
    Cosley

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