Did you know the Datafeed Reconciliation Summary screen now allows you to select multiple rows and mark them as "do not report" all at once?
If you manage datafeeds, you’ll know the tedium of clicking through individual positions and confirming each one is safe to set as "do not report. Previously, Xplan only let you mark these one by one, but now you can select multiple rows and set them to ‘do not import' in bulk.
How? Navigate to the Reconciliation Report screen within your datafeed management area. Instead of handling each row separately, you can now use the checkboxes to select all relevant position rows. Once selected, use the bulk action to mark them as "do not report." This keeps your report clean and focused only on the discrepancies that actually need your attention.
💡Pro Tip This is a great way to tidy up your reconciliation reports after a large data migration or when you no longer manage an account and want to remove them from view. Just ensure you have actually reviewed the holdings before hiding them, as this helps maintain the integrity of your practice's audit trail.
How do you usually handle your daily datafeed maintenance routine?
