Anonymous's avatar
Anonymous
2 years 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
sandra.miller's avatar
sandra.miller
Network Navigator
12 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
12 months ago

Hi sandra.miller ,

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

  • sandra.miller's avatar
    sandra.miller
    Network Navigator
    12 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 I am more interested in creating folders, eg year of review superseded, star some scenarios, or categorise them.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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