Hi,
Can someone share standard xport reports? i.e. we want SMSF list with the ages of members i.e specific 67 years and above. When I filter the excel output if I filter on age it removes the SMSF name. We want to save this report and run it on an adhoc basis and I don't want to have to filter each time. What is the best way to do this and can you share screenshots? There would be a number of standard reports firms use that would save us time rather than creating this ourselves separately each time.
Thank you
Advisely TeamThanks for your question sarah.burke38 !
I worry your post might not be easily visible to the rest of the community as this is an old AMA thread. Would you mind posting it again as a new thread here?
All you need to press is 'Start a Discussion' at the top of the page. Let me know if you need assistance!
