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Run monthly performance calcs before the first of the next month

Carl Reid shared this idea 8 years ago
Completed

it's something that seems to be industry standard, and something that we dedicate a decent amount of support hours to in terms of answering questions about why they aren't in on the first of every month, and why excel spreadsheets aren't updating with last month's data on the first of every month.

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We will run it first thing on the 1st and have a fall back running on importing on the 2nd (like we currently do)

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we need to figure out from a technical standpoint what time that running on the 1st (right after we get month end data)

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Calls are starting to flow in about this today. Any progress on making it available on the 1st? Just spoke with Don Sawyer at Mountain Capitalm($7,200) about it.

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bwilcox@estreetmanagement.com just chatted in about this

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