R&R SPORD Report for Advisors
Posted: Mon Feb 22, 2016 9:44 pmAnyone out there willing to share a good report they have built to give their advisors daily for SOPs?
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Posted: Mon Feb 22, 2016 9:44 pmRe: R&R SPORD Report for Advisors
Posted: Mon Feb 22, 2016 11:29 pmI've got an older one that I queud to run every morning after I receipted the order. I have another more detailed one that I use now for our BDC. It only prints "completely fullfilled" orders. You just have to modify with your Advisors numbers. I can e-mail both to you.
Re: R&R SPORD Report for Advisors
Posted: Tue Feb 23, 2016 1:27 amOh man! The one you use for your BDC is exactly what I'm looking for. If you would please...
Mattbailey at billestes dot com
Thank you!!
Mattbailey at billestes dot com
Thank you!!
Re: R&R SPORD Report for Advisors
Posted: Tue Feb 23, 2016 3:52 pmI would also like the bdc one. mtsadfam at yahoo dot com
Re: R&R SPORD Report for Advisors
Posted: Tue Feb 23, 2016 4:19 pmI literally just asked my R&R rep about a "Completely fulfilled SPORD" report for our BDC as well! If you wouldn't mind sending me a copy as well, it's jasonr at depaula dot com. Thanks!!!!!
Re: R&R SPORD Report for Advisors
Posted: Wed Feb 24, 2016 2:25 pmHello STRAUBMAN, can I bother you for a copy of that as well, whope at lesterglenn dot com
Thank you
Thank you
Re: R&R SPORD Report for Advisors
Posted: Wed Feb 24, 2016 2:45 pmSent to all. Hope they work for you.
Re: R&R SPORD Report for Advisors
Posted: Wed Feb 24, 2016 3:51 pmGot mine and working on it now, thank you!
Re: R&R SPORD Report for Advisors
Posted: Wed Feb 24, 2016 5:42 pmCan I get a copy as well?
bpomeroy at putnamgm dot com
bpomeroy at putnamgm dot com