Settings and activity

6 results found

1. Organize and Filter Reports

   2 votes

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier supported this idea  ·  Oct 22, 2025

2. Enable new clients as a filter in the report for each service providers retention

   3 votes

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier supported this idea  ·  Oct 22, 2025

3. reports

   3 votes

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier supported this idea  ·  Oct 22, 2025

4. Report with months displayed to understand growth

   6 votes

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   1 comment  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier shared this idea  ·  Oct 22, 2025

5. Reporting to see which clients do/do not have a card on file

   16 votes

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier supported this idea  ·  Oct 22, 2025

6. new client report

   26 votes

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   0 comments  ·  Ideas Hub » Reporting  ·  Delete…  ·  Admin →
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   Jamie Collier supported this idea  ·  Oct 22, 2025