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

Oh I love widgets Jackie! So easy to see where things are at, at a glance.

1. There are some great widgets you can use for tracking OFA (cc sally.hanley4, sarah.burke38 , felicity.eardley, sally.warncken). It sounds like you are all over it, but there are definitely some flexible options under the Opt-in Anniversaries and Status Change widget. 💡My tip is to add this widget to a dashboard multiple times with various settings - using this one widget you can see:

1. 1. Upcoming OFA Renewals (within whatever time frame you’d like to set)
   2. Pending OFA Renewals
   3. Overdue OFA Renewals
   4. Lapsed OFA Renewals
   5. Declined OFA Renewals

If you’re tracking key parts of the process and are using Cases/Threads, you could also look into some of the Task Widgets to see if they provide further insights for you.

2. Re: It would be great if the terminology in the widgets and opt-in fields could be updated - agree - I believe the product team may do a cleanup of this area at some point - I know they didn’t want to remove data or rename fields that people were already using during the change over.

Also keep an eye out for the Xplan BI tool, later this year, as more and more fields are added to it’s capability this is likely to become the goto for reporting such as this!

3. Search Criteria  -I hear you, as do others - see my comment to Susie below.

One work around that comes to mind is to run the report by month instead of days. You just might need to make sure you’re looking sufficiently far into the future to avoid getting a result that tells you an OFA is due tomorrow!