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Updates for the Annual Clients Report

Open jmcameron opened this issue 4 years ago • 0 comments

Finance > Report > Annual Clients Report

Bug: Watch the javascript console when opening the report request page on the client-side. I see errors (on master) related to line 47 of bhCronEmailReport.js.

Suggestions

  • Make the subtitle fiscal year of the report a little larger. Perhaps make it: Fiscal 2021
  • Since "Include Cash Clients" is an option, perhaps when that option is selected, add an extra column indicating what type of client each row is.

jmcameron avatar Dec 10 '21 17:12 jmcameron