What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact.
Add the functionality to select a set of Contacts, execute a bulk action that would generate the EOY giving report for that subset with the ability to download the PDFs in a zip file.
Created by Tori Meglio
January 6, 2022