🤓 Xplan Hint: Client List - generating a report

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.

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.

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.