I was just trying to run reports on specified demographics. e.g, 35 and under, 35 and over, self employed.
Would you be able to direct me on how to generate a report based on these specifications?
One of the most powerful capabilities of XPLAN is the Advanced Search feature
An older insights post - Advance search using a date field
or alternatively use the XPLAN Help.
The advanced search allows you to create 'filters' to segment your client list then save the searches for repeated use. Almost all of the fields available within a client are available for filtering including Age and Date of Birth (depending on your requirement).Once you have your advance search created, you can then use them for:
It is important to understand that data integrity is crucial.... if it isn't in XPLAN, you cannot report on it! Alternatively, if the data is available just entered differently by different people, your workload just gets harder to ensure your resulting filtered list is accurate.
The examples included in the help file include:
Metropolitan Sydney Australia (2000 - 2234)
Battersea postal district United Kingdom (SW11 - SW20)
I hope this helps
You'll usually want to create an Advanced Search that matches your criteria. The search results can then be fed into an entity list merge report or Xport.
Your Advanced Search criteria could look something like this.
If you can provide a few more details of what you are trying to achieve I can probably assist in greater detail.
You collect the 'bonus points' for the most comprehensive response provided! Appreciate your efforts.
I hope you don't mind but I have modified your post as all users should be aware that ALL of 'traditional' XPLAN Help is maintained within Insights. For the 'traditionalists' the Table of Contents can be accessed via Explore> Help Guides (from the Insights menu options):
You can also use the 'SEARCH WIDGET' within this space to locate topics:
But you can't go past the 'Support Center' or the Spotlight Search as they utilise a powerful 'social search engine' to locate your results. As you can see in the screen shot below, the training video is elevated to top spot because of it's social metrics:
The best way to do that would be through advanced search. Search insights for a tutorial for this. You can cut your client list many ways and save the search so it will always produce results on the criteria you need. You can also run regular schedule reports on this
Rachael Browne | Director | Nurture Metrics P: 0448 363 272 | E: email@example.com
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