Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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Status Future consideration
Categories CS - Reporting & Analytics - Standard/Crystal
Created by Guest
Created on Jul 9, 2021

RELATED IDEAS

Report Scheduling Flag

Can we have a flag to use in report scheduling? And can that flag be able to look at the UPDHIST table and be smart enough to verify if the current valuation has been processed?


We have many monthly or quarterly processes we manually run for clients where we have to wait for all of their TPA files to get loaded and then we can kick off reports for them. I would like to be able to build a filter to say it passes if UPDSPECID XYZ is there for the prior month in VALUEA_DATE. Then once that passes for that month it kicks off my scheduled report. I would need the filter to be able to check mutliple UPDSPECIDs. And I would need to evaluate at different intervals (weekly, monthly, quarterly, annually).

Solution Platform ClearSight
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  • Admin
    Dianna Talmadge
    Reply
    |     Jul 25, 2022

    Related Epic is tied to a parking lot release so leaving Idea as future consideration