Forum Discussion
sarah.burke38
4 months agoVirtual Explorer
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
4 months agoAdvisely Team
Thanks for posting sarah.burke38 ! Keen to hear what the community's top tips are.