Futrli Ideas Portal

I There should be a year to date option when you add the variance columns comparing actual vs budget. Or at the very least an option to have a separate table showing the year to date variances.

You can change Accrual to Cash basis on Forecasting, but you can't on Reporting!

I have had a request from a client to be able to download the customer and supplier report to excel

Currently you can duplicate a report item (widget/ table) but if you want to copy one from page 2 to page 6 you need to duplicate and drag - this is difficult as the item won't move if there isn't the right sized space on the right page.

All of my clients find it odd that the detail is shown below the total rather than above. I know this was the same in Adviser, but it would be nice to fix this.

It would be great if AI could be brought into the reporting area, providing AI generated summaries and action points to go into the reports.

I would like to create a report showing actuals and forecast for the whole year and only include actuals up tp the end of the last period (eg reconciled data) not current period data - which is incomplete most of the time.

The @report_Date placeholder is great but I would like the option to just have date, not time as well.

I want to be able to make sub groups which are nested within groups.

Add in more dynamic placeholders to increase automation in templates to pull in client name/ account balances/ financial year