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Beny

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  1. 3 votes
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    Beny shared this idea  · 
  2. 111 votes
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    This item is now in the active planning/architecture stage. There are many use cases for how this could be implemented and, once we launch the first use case, we anticipate functionality to be added for other use cases over time.

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    Beny commented  · 

    For this case, our club performs monthly a workaround until this feature is available. One club member receives from its members their itk files and imports it into a club portfolio, adds share information, and generates the summary, PERT, and diversification reports for review at each meeting. The process requires to delete all the previous month's imported itk files and import the new itk files.

    I use the Microsoft app Snip and Sketch to capture each report window and place it in a Word document, provide additional info and notes, and then generate the pdf file.

    Beny supported this idea  · 
  3. 19 votes
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    Beny supported this idea  · 
  4. 6 votes
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    Beny supported this idea  · 
    Beny shared this idea  · 
  5. 36 votes
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    Beny commented  · 

    I was able to select the data in the Summary Report using my mouse, copy it, and paste it in to Excel. It worked. It is an alternate means to an import function and it is similar on how I performed this function in Toolkit.

  6. 32 votes
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    Beny supported this idea  · 

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