dianne.preece.0's avatar
dianne.preece.0
Valued Supporter
4 months ago
Resolved

XPLAN Adviser AutoSet Extracts

Is it possible to extract a report of all users and their AutoSet user options?
practice management
  • dianne.preece.0's avatar
    dianne.preece.0
    4 months ago

    Response from IRESS Connect: Unfortunately, reporting on AutoSet isn’t available through Xport or Management reports. We could extract this data for you, however, this would be chargeable.

rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
4 months ago

This is a great question for the community dianne.preece.0​ - do our Xplan aficionados in the community have any ideas? If you do, please share it here!

For a quicker and direct view of the issue, I'd also recommend reaching out to your site admin or Iress Connect.

  • dianne.preece.0's avatar
    dianne.preece.0
    Valued Supporter
    4 months ago

    Response from IRESS Connect: Unfortunately, reporting on AutoSet isn’t available through Xport or Management reports. We could extract this data for you, however, this would be chargeable.

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