Replies posted by Andrew

28 Replies

Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

Hey @Shelly, @courtney mentioned that she was able to help with your questions above earlier today. If you still have any outstanding questions, please don’t hesitate to reach out!

10
Michael
8 months ago
Shelly
Advisory Board
ShellyAdvisory Board

Digits Reports Builder: Omit the zero balance accountsImplemented

Hello @Shelly, Thanks so much for the additional context - this is very helpful for investigation purposes. I can confirm that this is unexpected behavior and I apologize for that. I’ve escalated this with our engineering team and will circle back with confirmation of the fix or an estimated timeline, if necessary.

9
Michael
1 year ago
Shelly
Advisory Board
ShellyAdvisory Board
asked in General

Error in Summary of Executive Report

Hello @Shelly, We’re so sorry for the inconvenience. I took a look at the report you updated yesterday, and I’m having trouble reproducing these issues on my end. I’m able to click into the executive summary, press enter, and create new paragraphs. Also, I see your firm’s name right under the “Month End Report” subheader on the Executive Summary page. Are you still running into issues here? As for the error message, can you advise where you’re seeing it? Thank you for the additional information and we look forward to resolving this as soon as possible. 

10
Michael
8 months ago

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