PDF exports for the Pro version.
This would be a very important addition. Why? The various outputs generated in Projection Lab are awesome. As an advisor, these outputs are very detailed but very “visual”. This allows for shorter reports rather than 30-40 page reports generated by many planning tools. The PDF reports would also be a big help while reviewing the progress towards achieving client goals between reviews. These reports would also be important from a compliance perspective.
I really really like the idea of being able to print reports. Just for personal use, having something printed out and tangible is would be great. (Primarily because it’d be easier to communicate and share with other members of the family).
I don’t know that this needs to be locked behind Pro, at least not fully (competitors have the option to print reports for their $100/yr tiers), maybe Premium users could get a watered down version?
Something like: Premium gets one or two canned reports. Pro users can tailor the printable reports for what they/their clients want to see, add their logo, etc.
As a lifetime (but non-pro) user, I would love to be able to make PDF reports, even though I don’t have clients! A few use cases would be: - Sharing with my wife, who isn’t going to learn the details of ProjectionLab :) - Archiving alongside other key paper financial planning documentation - Sharing with a financial planner
I agree with the others on this one. This would be a great feature to have in PL. Even though so much is digital now, it is still nice to be able to print reports, etc. It is useful for sharing with a spouse, for keeping with other important records, and hopefully never, but if PL goes away one day. Having a paper backup is just always a nice thing to have.
Here are a couple of “requirements” that I can think of off the top of my head:
1 - be able to print my age range (much like you already can select on most graphs in PL now). 2 - be able to select the items for the report. scenario 1 - Maybe I just want the cash flows for years 50 to 55. scenario 2 - Or maybe I want the tax analytics and cash flows for years 50 to 60. - be able to give the report a name - have a “generated on” date timestamp printed on the report (good for going back and looking at old reports)
Adding on to the chorus with a personal example. The ability to display and export (CSV and PDF) a report showing expenses down the left, years across the top, then below that again income down the left, and again assets down the left below that. both projected out to the right each year.
Usage: I just walked someone through the next ten years of their life, showing when they will run out of money in assisted living. Being able to share that info with someone else outside PL would be very helpful.