Reports date range default

The valuation reports display a set date range, the user can modify this range while viewing but on leaving the page the setting goes back to the BGL default. Can this be changed so that the date range stays as the user selected, for the users current session and only reverts to the BGL default once the user logs out.

2 Likes

Hello Phil,

Thank you for your query. Unfortunately, the custom date range resets any time you exit or refresh the Reports screen. I have passed your query forward to the Simple Fund 360 product team for consideration.

Hi Ryan
Thanks for letting me know.