Reports - more options to include "Incomplete" files

Julia Perez

• October 19, 2022 18:48

Answered

I find that when running reports, the "Incomplete" files are not included. I would like to see more options when running reports. Doesn't have to be super detailed, but more options are certainly welcomed. 

• 

  Prod Squad

  • October 20, 2022 20:30

  Official comment

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  Hi Julia!
  
  Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a few questions for you:

  • Would it be beneficial to include incomplete, pending, and complete files when running reports?
  • What other options would you like to have included with the reports? ( i.e. more detailed reporting, the layout structure, or customizable options?)
  • Would you be open to talking with someone on our team if we have any more questions?

  
  Thanks again and have a great day!

• 

  Julia Perez

  • October 20, 2022 20:45

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  Hi Kallie!

  yes, yes, yes! All of the above. I'm used to using reporting in QuickBooks. It's totally customizable. Sometimes too many customizations can be overwhelming. However, I want to be able to run a report on for example: all listings with incomplete checklists, all listings in the "incomplete" limbo, all transactions missing the HUD/ALTA, etc. Reporting should open in a SkySlope window, not exported to Excel. Should be easily printable to a pdf or paper print. Yes, feel free to have someone reach out. 

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