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- For the Finance Reports, the following have been fixed in TRN:
- Conversion Pipeline Recurring
- Fiduciary Insurance Report
- New and Recently Proposed Business
- Sales One Time Revenue
- Sales Proposal Pipeline Recurring
- Sales Recurring Revenue
- TPA Booked Business Revenue Details
- Notable changes have been introduced to sync the fields and filters for the above reports, more importantly:
- 3(38) Advisor Contact - Opportunity.X3_38_Advisor_Contact__c
- 3(21) Advisor Contact - Opportunity.X3_21_Advisor_Contact__c
- Prior Year TPA ICP - User.Prior_Year_TPA_ICP__c
- Group - Opportunity_Addendum__c.Group__c
- These new fields need to be populated so that the values appear in the corresponding reports.
- I know for a fact that the first 2 fields need a data reload - (I coordinated this with Andrew Schuler).
- The last 2 fields I am not sure who to talk to.
- Please note that this might be a repeating process, I am working on these items on a report folder basis,
- and I might need to introduce new fields in the near future for the other reports that have NOT been audited yet.
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