Name of Feature/Request: Have Saved Searches on P&L and printable format prints collapsed/open P&L
What financial, time savings, or quality of life improvements will occur from this: Frequency: Every time a P&L is needed for regulatory reports, minimally monthly but usually biweekly | https://youtu.be/E0f7cNEjAGA
Alan Claypool has 30 companies he COULD be bring on the system, currently 5 are on the system (1 partner systems exempt, 1 unsubbed due to mistakes setting it up and he just restarted it)
This request would make the insurance audit process easier and less time consuming, their audits being easier would make Alan comfortable bringing on his larger/more established organizations to Striven.
With the audits, this change would allow the
Right now that time suck is keeping Prominence from adding their larger organizations
Attempted Solutions So Far: Using the custom report builder
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Previous System allowed this, current method is exporting to excel and manipulating the sheet manually which is time consuming and opens door to human error
StrivenID: 5161922