Iress Contributor12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!
Hi Courtney,
We currently manually extract data from CommPay and Xplan to then collate in Excel for management reporting. It is time consuming and hoping there is a better way.
We are very keen to learn how to be able to have XPlan run reports using revenue, commpay data, client ages and IPS assets to produce reports similar to this:
- courtney.youngblutt
Hi Kerri, such an important thing to be able to track!
There are some standard Commpay reports that might help. If you have a Commpay license in Xplan then try running the Revenue Received vs Expected with FUM report from the Commpay > Reports menu in Xplan. The report has quite a few configuration options and can be run as a csv file. It includes age, category, FUM and revenue by default.
Our Commpay team also have merge reports they can share and can even build a search report and make it visible in the Xplan /Commpay screens for you - I’d encourage you to reach out to your Commpay BDM (Or site administrator if you are on a managed site) to see how we can make this more efficient for you!
You could also achieve the above using xmerge code. You can also use xmerge in excel so you could pull out the information into a spreadsheet. You would need to be fairly familiar with xmerge coding to build this one out - it would need to be built as an entity list report to run across multiple clients and combine both the client focus code and Commpay code into the one report. You would also need to use a little bit of xmaths to get your percentages. If you need help building it out, you can raise an xmerge request via Iress Connect.
