Standard reporting for Advice firms - Xport settings etc
Hi,
Can someone share standard xport reports? i.e. we want SMSF list with the ages of members i.e specific 67 years and above. When I filter the excel output if I filter on age it removes the SMSF ...
rainier.reyes
Advisely Team
Advisely TeamThanks for posting sarah.burke38 ! Keen to hear what the community's top tips are.
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