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

2 months ago

Hi Laura

Great suggestions.

Are you able to direct me to where I can find out more how I can code a template for Xport?

I am keen to look into this, if it’s not too difficult!

laura.capozzi

Xplan Expert

2 months ago

Hi sandy.wong ,

There are some great instructions on Xmerge Entity Lists in the Iress Community. Just remember this type of Xmerge template needs to be set in the system as an Entity List so that you get information across a number of clients in the one output.

Xmerge coding can be a bit daunting if you aren't familiar with it, so if there are specific questions that you have for your report you can ask the Technical Services team (the "Xmerge Xperts") by lodging a request in the Iress Connect portal, selecting the Xmerge Connect tile.

Laura

Welcome to the Advisely forums!

This is where financial advice professionals from all walks of life come together to share knowledge, swap ideas, solve problems, and talk all things growth and efficiency.

Here are some tips when posting in the forums:

Be respectful and courteous to fellow members
If a reply helped you, mark it as a solution so other users can find it easily
Take a moment to read through our Community Guidelines
For Xplan support issues, it's best to raise a ticket in Iress Connect first. You can also search the discussions for posts about the same issue first before starting a new thread.
Keep an eye out for our 'Ask me anything (AMA)' threads – these are live text-based Q&As with industry and Xplan experts during a set period of time. Find out when the next one is happening here.
Don’t be shy! You don’t need to be an expert to help someone out. Many users are looking for practical advice, shared experiences, or just a fresh perspective
Introduce yourself and meet other members here!