courtney.youngblutt's avatar
courtney.youngblutt
Icon for Iress Contributor rankIress Contributor
3 months ago

12th Feb AMA: I'm Courtney Youngblutt, Xplan Design Consultant & efficiency expert, Ask Me Anything!

We all know that data accuracy is the key to efficiency – want to make 2025 the year you leverage your data with Xplan?  For example, curious about using advanced search criteria and Xport to audit...
xplan
sally.warncken's avatar
sally.warncken
Active Interactor
3 months ago

Hi Courtney,

I would like to set up an ‘Advanced Search’ when Fee Consent is set to Yes.

How do I set up the search

-          Entity Status = Client

-          Fee consent = Yes

-          Search Client and Partner

-          Next consent Date = next 30 days

Once the Advanced search is created, then set up the Scheduler to run every day

Then the same report, but for Fee Consent that is overdue?

Thanks

sally.warncken's avatar
sally.warncken
Active Interactor
3 months ago

Plus, once the advanced report is run, what types of reports are people running to show the client, product, fees and the date?

  • courtney.youngblutt's avatar
    courtney.youngblutt
    Icon for Iress Contributor rankIress Contributor
    3 months ago

    This one is a little more tricky to answer in this forum as it really depends on where you storing your product and fee data. If you are using the standard Ongoing Fee Arrangement (old opt-In) and Fee Consent elements, there are some great widgets and some xmerge code posted above (I'll tag you in it now).

    If wanting to run a report via Scheduler you might like to build out an xport report that extracts the OFA & Fee Consent details.

    • sally.warncken's avatar
      sally.warncken
      Active Interactor
      3 months ago

      Thanks, I have created an xport report, but the data pulls through all assets in the Fee consent area that includes Fee consent 'yes' and consent set to 'no' - it needs alot of filtering.

      • courtney.youngblutt's avatar
        courtney.youngblutt
        Icon for Iress Contributor rankIress Contributor
        3 months ago

        You could try the xmerge code in an excel report - I think it has filtering for fee consent = yes....

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