Platform Features
Browse and learn about the features in CX.
By Andrew1 author99 articles
- Understanding Filters, Views, and Reporting
- Dashboards and Reporting Overview
- Building a Report
- Report Formatting and Calculation Options
- Building and Sharing Dashboards
- Exporting Data to Excel
- Your Daily Briefing
- Custom Dashboards
- Viewing Dashboards Inside CX
- Milestone Reports
- Understanding Filters, Views, and Reporting
- Building a Report with AI Reporting Agent
- Your Email Inbox Overview
- Sending Bulk Emails
- Troubleshooting Bulk Emails
- Reporting on Bulk Emails
- Connecting Your Email in CX
- Connecting to Google Workspace
- Connecting Outlook Email in CX
- Linking Emails to Client Interactions
- Setting Up Bulk Emails
- Creating Email Templates
- Email Sending Setup and Configuration
- Smart Email Generation with AI
- AI Task Suggestions from Emails
- Adding an Asset Schedule from a Record Keeper File
- Bulk Uploading Record Keeper Files
- Matching Participants to Your Census
- Reading the Plan and Accounts Tabs
- Cash vs Accrual and Accrual Rules
- Overrides and Census Corrections
- Confirming and Locking a Reconciliation
- Trust Report, Balance Sheet, and Exporting a Reconciliation
- Filling the Form 5500 from a Reconciliation
- Admin Settings for Reconciliation
- Reconcile a Plan's Assets from Start to Finish
- What is Asset Reconciliation?
- What is the reconciliation queue?