Reports - maximum of 200 cleints at a time
We regularly run reports from the Reports drop down menu for printing to pdf and it is VERY frustrating to only be able to pull 200 clients at a time. As an advisory firm with more than $1Billion under management we most certainly have more than 200 clients and it is very frustrating having to select a page of data at a time and then figure out how to merge all the different pdfs back into one after running them, or alternatively having to dump the data to a lowly comma separated value file and then format the report in excel with logos, fonts, etc. and then print that to PDF, plus now there is a downloaded .csv file that must be deleted, an excel file for formatting purposes that had to be saved and then deleted, and then we store indefinitely an unalterable version of the pdf file. The clean-up of these now unneeded files is also frustrating.
We run many of these reports on a regular basis (weekly, monthly, quarterly and annualy) for compliance purposes across all active client records in our system.