Use Case Overview
This guide helps retirement plan consultants extract specific datasets from the CX platform for external analysis, auditing, or reporting. By following this workflow, you can transform live platform data into a structured spreadsheet to evaluate plan details, track project progress, or manage firm-wide contact lists.
Completing this process provides you with a portable version of your data that can be used for advanced performance tracking and data validation outside of the platform.
Common Uses
When you need to perform an internal audit of plan statuses or service levels across your entire book of business. During the process of preparing year-end compliance reports that require a high-level view of task completion dates and project owners.
After receiving a request for a data export of specific custom fields to verify accuracy across multiple plan years. When you need to filter a list of projects based on plan-level criteria to identify work associated with active plans only.
How To
Navigate to the specific record type you wish to export from the main navigation menu.
Select To Do for projects, tasks, or Plan Year data.
Select Plans for plan-level information.
Select Companies for client data.
Select People for contact and participant data.
Click the more menu button located in the top right corner of the record list.
Select Generate Report from the dropdown menu.
Enter a unique and descriptive name for the report to help you and your team identify it for future use.
Apply filters to the dataset to narrow your results based on specific criteria like statuses, tags, or assigned users.
Use the Pre-Filters section if you need to filter your primary dataset by a different record type. Note: Pre-filters act like a data join, allowing you to scrub your data before generation. For example, use a Plans pre-filter to limit a report of projects to only those associated with active plans.
Select the columns you wish to include in your Excel file. a. Choose from the primary data fields available at the top of the list. b. Scroll to the Data section at the bottom to include any custom data fields you have created for your firm.
Click the Save and Generate button to create the file. The report will automatically download to your computer as an Excel file. Note: Once generated, this report configuration becomes visible and downloadable to all other users in your firm who have access to that record type.
Modify an existing report by opening it from your saved list and updating the settings. a. Select Duplicate to save your modifications as a brand new report. b. Select Overwrite to update the existing report configuration with your current changes.