Add date selection for reports without going into Edit

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Natalie Williams

03 January 2012 12:53

The only way to change the selected dates for a report is to go into Edit mode.  This can be quite dangerous as brokers may accidentally delete certain items from the report without realising, and there is no backup.

If there could perhaps be a dropdown box of months next to each report the user can select the relevant month without going into the edit screen.  This is mainly for the bordereaux and statements which get run every month on every system.  We have already had the conditions deleted from a report so it does not bode well for the future.

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  Adam Bishop 04 January 2012 16:31

  Hi Natalie,

  This is a great idea and I'm surprised it's the first time we see it here.

  We started work on a change to allow you to do this some time ago and are hoping it will be in the next release of SchemeServe for you.  Watch this space!

  I've marked this topic as 'Planned'. :)

  Best wishes,

   

  Adam

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  Adam Bishop 07 April 2012 07:04

  This is now done and available on Labs. ;)

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