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

laura.capozzi

Xplan Expert

2 months ago

Hi sandy.wong and margaux.bugante,

Wow, what great ideas you have shared!

The easiest way to get this report is exactly how Margaux has explained, use a Xport report and automate it via scheduler to run periodically.

I would add to this, that you can refine the schedule by adding a search criteria step before the Xport merge to define the list of clients and to weed out the "noise" or "junk". You dont need a report running through every single client in the database, this would slow it down or possibly even stop the process if it runs into trouble.

Another idea would to be also add a delivery step or "notification" so that the report gets automatically emailed to one or more users/recipients. This would save you from having to remember to login and retrieve the report.

Finally, if you want to get even fancier, you could potentially have a coded excel spreadsheet template that has the formulas you are looking for to automate the days taken to complete a task. Replace the Xport with this template, it might save you a little more time.

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