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Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

Please add ability for "Percent" and "Avg Balance" detail to export with the Revenue Share Audit Balance Percent Detail Report. It would be useful information to have both the Beginning "percentage" and the Ending "percentage" per month calculated and exportable.

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Susan Lotreck shared this idea  ·   ·  Report…  ·  Admin →
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  • Lance Eskelund commented  ·   ·  Report

    Finance and Investment Committee members have often asked for detailed explanations of how Revenue Share is calculated. Adding these columns to the export will help to improve confidence in CSuite's method of calculation.