Reports - more options to include "Incomplete" files


  • Prod Squad
    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
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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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