Printing capabilities from dashboard for Portfolio Sync and Watchlists
Declined
Already had multiple Excel projects for just creating a summary of an account/client/group in Excel formatted nicely for print purposes. If we can create printable reports straight from the dashboard for the Overview, Lots, Transactions, etc, that would be such an awesome and seamless workflow for clients, and for demos.
Integrating these printable reports with the client logo would be awesome, and we should definitely speak more about formatting when this is ticketed...
On the same note if that were to be worked on, making printing capabilities available for regular watchlists would be great too.
I like this idea
Not really feasible to do this and make it print reasonably. Dashboard is just not an appropriate tool for this sort of thing... .This would have to become a purpose built application.
Not really feasible to do this and make it print reasonably. Dashboard is just not an appropriate tool for this sort of thing... .This would have to become a purpose built application.
Replies have been locked on this page!