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Recent Posts

Coming soon: filtering and grouping for Xports
Overview We’re excited to announce an upcoming update to your Xport reporting suite. Based directly on user feedback, we are introducing Report Grouping and Quick Search Filtering—a new feature designed to make finding, running, and managing your essential reports easier than ever. Whilst the quick filter will be available…
Funds Under Management (FUM)- A simple Xport
If you want to add details to your FUM report that you cannot obtain as part of the standard Management Reports, you could utilise Xport. If you are unsure how to use Xport, please view the following. Although I will not detail all of the fields you could add in alongside this, I will detail the data sources available that…

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