Hi Team

I work in Financial Services and need to produce trading statements to meet my employer's compliance requirements & our EOFY is also not 30/06 but rather 31/9. I note that your custom field options has a calendar drop down but I can only chose one month. For example I need to produce my trading statement from 01/04 - 30/06 and I need to produce 3 individual monthly statements. It would be handy to have both start & end date fields available in the custom option. Typically custom fields are for users to set their own date ranges & current functionality doesn't allow this. Separately, the custom statement option does not allow me to chose what information I'd like to surface. I don't want my employer to see what dividends I received but only what trades I placed, however, this is not currently possible as all transactions are surfaced. I also need to provide a statement in PDF format from the platform on formal letterhead as .CSV in excel can be manipulated. I need to be able to match my internal employer pre trade approvals process to the trades I placed on the platform. Thanks for your consideration.