Anonymous's avatar
Anonymous
9 months ago

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...
xplan
smiller's avatar
smiller
Social Sightseer
8 months ago

Hi Brent, is there a way to sort and organise scenarios in Risk Researcher? It can get busy and it would be good to sort by year, etc. Thanks, Sandra

  • Anonymous's avatar
    Anonymous
    8 months ago

    Hi smiller ,

    Risk Researcher scenarios are able to be sorted by Name, Created or Modified columns in ascending or descending order - by selecting the column header.

    The default order is Modified in descending Date order.

    Thanks

    • smiller's avatar
      smiller
      Social Sightseer
      8 months ago

      Thanks Anonymous . I am more interested in creating folders, eg year of review superseded, star some scenarios, or categorise them. We are expected to have evidence of our research so this is why I am asking. Maybe this is more a development suggestion.

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