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Dec 10th, 2019
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  1. For the Finance Reports, the following have been fixed in TRN:
  2. Conversion Pipeline Recurring
  3. Fiduciary Insurance Report
  4. New and Recently Proposed Business
  5. Sales One Time Revenue
  6. Sales Proposal Pipeline Recurring
  7. Sales Recurring Revenue
  8. TPA Booked Business Revenue Details
  9.  
  10. Notable changes have been introduced to sync the fields and filters for the above reports, more importantly:
  11.  
  12. 3(38) Advisor Contact - Opportunity.X3_38_Advisor_Contact__c
  13. 3(21) Advisor Contact - Opportunity.X3_21_Advisor_Contact__c
  14. Prior Year TPA ICP - User.Prior_Year_TPA_ICP__c
  15. Group - Opportunity_Addendum__c.Group__c
  16.  
  17.  
  18. These new fields need to be populated so that the values appear in the corresponding reports.
  19. I know for a fact that the first 2 fields need a data reload - (I coordinated this with Andrew Schuler).
  20. The last 2 fields I am not sure who to talk to.
  21.  
  22. Please note that this might be a repeating process, I am working on these items on a report folder basis,
  23. 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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