🤓 Xplan Hint: Client List - generating a report

Did you know you can customise your client search list and export the list into either PDF or CSV? Previously only the PDF version was available from this screen, but now you can export the data into...

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luke.watson3

Advisely Contributor

5 months ago

Hi laura.capozzi, We have always struggled to get a decent overdue tasks list that is a bit more succinct. Do you have any ideas how I could achieve this. Ideally, I would want a report every Monday for our team meeting that could be automated? ie something from scheduler.

laura.capozzi
Xplan Expert
5 months ago
Hi Luke,

What a great question! I would suggest that an Xport report would be the way to go as you can set it to pick up tasks on a rolling date basis and you can even determine if you only want tasks specific to certain threads/cases. When you are building an Xport report, always remember to keep it simple. Too many data sources can complicate the report, and you can end up with duplicate or even triplicate lines in the output.

Then you can set Scheduler to run this weekly so the report is sitting in your notification bell icon or even emailed to your inbox, ready for your meeting. (By the way, keep an eye out for our upcoming article on Scheduler.)

Alternatively, you could have a coded Xmerge report (whether in word or excel), however this might require you to add in a search criteria step in scheduler before running the report, so that you can find the clients to run it against. The advantage of using an Xport report over the Xmerge is that you can refine the search within Xport making the run time faster than having an Xmerge run against and check every client.

Hope this has given you some ideas. Please feel free to share which direction you have decided to take and how it has helped.

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