Reports - more options to include "Incomplete" files

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Julia Perez

Requester

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.

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SkySlope Support posted about 1 month ago Admin

Created By Julia Perez

Requester

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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SkySlope Support posted about 1 month ago Admin

Created By Prod Squad

Agent

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!

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