🤓 Xplan Hint: Client List - generating a report
Thanks Laura, Any ideas what report type and selections in Xport would need to be to extract this data?
- laura.capozzi2 months ago
Iress Contributor
Hi Luke,
I would try starting with a Tasks data source. Add the columns you need using this first, if there are other key details you need that you can't get from the Tasks data source such as Client Adviser, then you can also add the Entity (child of tasks) data source. Try to limit the number of data sources though as this can often cause issues when there are too many data sources.
Hopefully you can get most of what you need with just these two.
Once you have added your sources and columns, you can refine the threads and/or tasks to search through by clicking the cog icon (data source filters) next to the Tasks data source and completing the fields. This is where you can also set rolling dates (so you can restrict to the last 3 months or the like), and also limit the user groups to search within.
If there are any other hints and tips that anyone would like to share with Luke, please feel free to add to this thread. We would also love to hear about them.
- laura.capozzi2 months ago
Iress Contributor
Hi Luke,
Just an update on the previous reply to you, once Xplan Business Intelligence is launched (currently in pilot), you’ll have access to a self-service analytics tool within Xplan itself, providing integrated datasets and a real-time view of your workflows, making it even easier to build and run reports like this.
Recent Discussions
🤓Xplan Hint: Supercharge your Searches with Syntax
Did you know you can use search syntax in Xplan to create powerful and specific advanced searches—beyond what the basic interface allows? With just a few lines of code, you can target contact detai...andrew.wilson.031 minutes agoIress Contributor2Views1like0CommentsRisk Researcher - How can I update the owner to super fund for super-owned cover?
Hi brain trust, When I click REC button in Premium Estimates section, this product appears on Recommendations section. However, ownership for super-owned policy is the client's name. How can I set ...mymy.nguyen52 days agoNetwork Navigator11Views1like1CommentThread linking to incorrect opportunity when there are 2 active opportunities.
Hi, I created 2 opportunities for a client - one an ad-hoc workflow and the second - a review workflow. I worked through the tasks via the ad-hoc opportunity however when I got to the implementati...michelle.tarr4 days agoNetwork Navigator22Views2likes2CommentsThe Meeting System Myth: Why Structure Beats Style Every Time
A well-run financial planning business doesn’t just deliver advice – it delivers it predictably. Inconsistency across key meetings – the Initial Appointment, the Statement of Advice Presentation, or ...marklewin17 days agoValued Supporter44Views5likes1Comment