Article Details
Id:20969
Product:finPOWER Connect
Type:NEW
Version:4.01.00
Opened:22/11/2023
Closed:16/01/2024
Released:29/04/2024
Job: J032473
High Importance

Reporting; Many Client reports can now be pre-filtered using Quick Search

If Quick Search 2 is configured for use, the following Client reports can now be pre-filtered using a Quick Search (e.g., to include only Clients that contain a certain Hashtag):

  • Client Details
  • Client Equity Report
  • Client List

WARNING: Quick Search is used to "pre-filter" the report results and will return up to a maximum of 200 records.