Tech Escalation - Plan Progress Report

When I pull the Plan Progress Report in advisor.estateguru.com for 01/01/2023 to 12/31/2023 for Santo Montalbano. I see 6 plans completed. See attached When I go to his actual client list and manually count the number of plans in 2023 - I show 71) Stillie #54040 - paid in stripe 10/26/232) Dorrien #53573 - paid in stripe 1/13/233) Paustian #50602 - paid in stripe 07/21/234) Salge #46195 - paid in stripe 03/15/235) Barkanich #48477 - paid in stripe 05/18/236) Brown #47265 - paid in stripe 04/13/237) Gerdeman #46190 - paid in stripe 03/15/23This report is inaccurate…

I do not know how to test this. Thank you for your help! : )

Joanie Westwood This is another manifestation of the report being inaccurate. I am not sure where you are tracking this. but we can consolidate these tickets.