🤓 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...

xplan

luke.watson3

Advisely Contributor

5 months ago

Thanks Laura, Any ideas what report type and selections in Xport would need to be to extract this data?

laura.capozzi

Xplan Expert

5 months ago

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.

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