Reporting

Instead of just showing comparisons in the Totals row, show it on each row of the table

Ability to export dashboard and report templates, and apply it in a non-linked account.

Send PDF report as an attached file +4 One agency has an automated process that sends a PDF directly into their CRM Scheduled PDF exports. +2

Currently, data can only be displayed by month or by day

Client would like to be able to change schedules on multiple reports at once Option to bulk update report approval +1 Ability to add/remove recipients in bulk +1 Bulk edit automated report message +1

When creating a client template, you can set up dashboard sections. It would be nice to be able to turn these individual sections into dashboard templates right from inside the client template. Right now, the only option is to create a new client from this template, then turn the dashboard section into a template, from the newly created client.

Ability to export dashboards to apply on a different account

Add different font types (Century Gothic, Roboto) Upload brand front Add bold and italic

Request to increase the limit of decimal places to match integration