Xplan ExpertAMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!
📚Thanks so much for all of your questions! Some of them definitely required me to think outside the box but also reminded me of how flexible Xplan can be in helping to automate processes.
There were some common themes around how to automate various activities in Xplan. I’ve included some links to a couple of useful community articles below in case you want to try out any of these in your practice!
- Email Templates
- SMS Email
- SMS Email System Settings
- Client Appointment Reminder via SMS
- Advanced Search
- Advanced Search - Adding and saving criteria
- Campaigns
- Manage Schedules
Tip when using Scheduler - don’t forget to enable it once you have set it up!!
Is there any way to have the date of Management Reports automatically update in Scheduler? I'd like to be able to email a Target Security Report each month for certain investments. However it always send the report as at the date I set it up, rather than the date it ran.
- courtney.youngblutt
Hi Martin, I tested the above, and you’re right! There currently isn’t a way to run the management report as at today's date however, depending on the outcome you are looking for, you may be able to achieve the same result by using an advanced search criteria and running a client list.
Have you tried using the portfolio search criteria - search for records with volume greater than 1 for the security you want to monitor.
If you’re looking to include details of the client’s portfolio holdings in the report, you could also try running an Xport report using scheduler.
By selecting the blue cog next to the ‘Client’s’ data source, you can narrow the result of the Xport to use your advanced search criteria (i.e. only run across clients who have the specific holding you are looking for and use the ‘rolling date’ function).
💡I’ve also raised an internal feedback item on your behalf so we can track whether this is something other users would also be interested in to help determine if we would look at adding this to our road map. Good call out!
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