A SINGLE upgrade report
Can we get ONE report in FBC that just shows the status of ALL our clients and where they are in regards to PI2 Upgrade. Having so many reports is like a guessing game. I look at Upcoming and think, wasn't XYZ company there, then I have to go search for them in Recently Delayed or maybe it got past me and they've already been Upgraded.
A single report with Renewal Date, Client Tenure, Upgrade Status, Upgrade Date and whatever other fields you have, it would prevent a lot of flipping between reports.
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25 Sep, '25
Mamie Cox Admin PinnedHi, all -- thank you for your feedback here. Following this request, a full upgrade master status report is now available for all partners in ForceBC: https://predictiveindex.my.site.com/partners/s/report/00OTQ000006q5Y12AI/upgrade-master-status-report?queryScope=userFolders