Gatekeeper and Advisor: Introducing enhanced reporting features

//Gatekeeper and Advisor: Introducing enhanced reporting features

Gatekeeper and Advisor: Introducing enhanced reporting features

Accessing the information that is most important to you is now even easier with these emerging features:

Calendar view (users can change the standard report view to a calendar view)
Drill Down (click within a report to access more detailed information about report data. For example, users can click on a specific payment on a payment report to get details of that payment.)
Edit on the fly
Signature enabled (prompts users to provider their signature, entered via the computer mouse or stylus/finger)
Click here to download a list of reports that include these advanced features. Following is the video of Brian Marshall’s presentation about Advisor and Gatekeeper’s reporting capabilities:

Screen Shot 2016-08-22 at 5.01.11 PM

Suggestions regarding which reports to enhance in upcoming releases can be sent to gksupport@primarysolutions.net or advisor.support@primarysolutions.net.

By | 2017-10-17T14:29:58+00:00 August 26th, 2016|News|0 Comments

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