Filtering in portal reports
We would love to be able to filter the reports available in the new portal (without having to export it into Excel and then filter). This was a functionality available in the legacy portal that does not look to have transferred over
22
votes
Jennifer Liu
shared this idea
3/4/2025:Portals: Added the ability to filter the data tables on the portal by a data range. Using the Search bar will still allow for additional filtering. This button replaced the reset button. Users can still adjust the columns on the pages.
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Michelle Schneider
commented
Our fund holders do not want to lose this functionality. Really hoping you will find a way to bring this back.