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:
Suggestions regarding which reports to enhance in upcoming releases can be sent to email@example.com or firstname.lastname@example.org.