Assets/Withdrawl & Cash Target Desktop to Cloud lost functionality
We track and report on Withdrawals including the Withdrawal Amount, Cash Target, and Frequency for all Clients. However, within Cloud, we do not have an option to report on Withdrawals for all Clients like we did in desktop. The only option is to open each asset and scroll to the bottom of the screen, click on the Money Movement Section to access the Withdrawal Amount Frequency.
Since users cannot report on any of the Withdrawal Information they can no longer utilize that section of Junxure and are forced to use a separate spreadsheet.
IDEA: Allow users to report on ALL fields in Junxure. I use to have the ability to do this by using the report Wizard or SQL . We generally will want to report on all available fields in Junxure at some point.
FYI - The Money Movement Section is a great addition to Junxure. However we cannot use it due to lack of reporting. To request a custom report each time is not ideal.