The ITA reporting outputs are fine for proposal purposes, but the target clients are more sophisticated individuals. This is everyone's target market for more advisory services.
By not having a more substantive reporting function for information that is clearly right there in the system, I'll just stick with my Excel document I've used for years. I'll have to transfer the information over anyway.
It'd be worth it to have a nice clean product to put in front of my client though, if that can be modified.
