Thread / Task - How to create report

Hi all, We utilise a thread for our review process that indicates different tasks such as: Conduct review meeting Update XPLAN and conduct research Lodge paraplanning request Complete SOA...

practice management

sandy.wong

Valued Supporter

4 months ago

Hi Margaux - thanks for sharing. Can I ask if this is a report you have created yourself or this is something that can be generated from XPLAN?

margaux.bugante

Active Interactor

4 months ago

Hi Sandy 😊 It is something that we have developed, but the main data used is an Xport using the task fields. You may need to set it up first, but you can schedule it to generate every week or month depending on your business needs.

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