How to Request a Custom Report
We recommend that you always check the Gorilla Reports page or the Software Updates page on the website before submitting any report requests. This page includes many reports for the Gorilla System and has been designed to handle 95% of the situations you might encounter.
If you do not find what you need, and still wish to request a new report, the request will be handled within the following parameters:
- Because of the complexity of recurring actions, reports will be available only for standard actions.
- Because of the way the Standard Reports tie into the System, requests for changes to these reports will not be available. (Standard Reports are the ones directly under the Reports Menu. All Custom Reports are under “Reports, Custom Reports.”)
- If a report already exists with the criteria you have chosen, we will direct you to that report.
- There is a limit to how complex a Custom Report can be. If the report you request is too complex, we might not be able to create it.
All report requests will be evaluated based on the above criteria. If no report exists for the data you are requesting, we will take your request into consideration. Please understand, however, that Software Support calls will be our first priority.
Send your report requests to reports@billgoodmarketing.com. Include the name of your advisor and the version of Gorilla you are using with the details of your request. If the report you requested already exists, we will send it to you. If the report you request can be made we will let you know how long it will take to create it. Custom Reports are created in the order they are requested.
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