Reporting 2.0

01-04-2023

We are introducing our brand new version of the reporting page. The old version is still the default reporting page for a while longer but you can easily toggle to the new version by clicking v2.
The new reporting page will allow you to search your database with pin point accuracy now that you can stack filters to your hearts content. In version 1 you were limited to filtering by client status and only one other criteria. Now you can add as many filters as you need. We have also made it easy to name and save your common searches, easily pull these up at any time.
We have also improved the label maker to allow for fine tuning of salutations. You can make a proper salutation- which will append the title to the name or a more casual setting that will apply a nickname instead of the first name. We have also make it possible to decide if spouses should be on the same label or separate.