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RBA/Audit Reporting
Planned for this quarter
G
george.reed@6clicks.comSep 29, 2025
- We need to ensure that the Power BI and native reporting can easily handle:
- Different authorities with different custom fields
- Custom RBA fields
- Ciritcally, our advisors require that the reporting is TURN-KEY, meaning no changes required for a different Authorities and Audits
- There will be certain audits that may require a custom report due to scoring logic baked into the field logic, so we need a comprehensive and user friendly views to support this
Comments
G
george.reed@6clicks.comSep 29, 2025
Set the status to
Planned for this quarter
0