Reporting
Exporting Job Status Reports from SMSF Sorted
Overview This article looks at how to export data from SMSF Sorted into Excel, and from which screens this export is available. What data is available to be exported? Data can be exported from Manage Clients and Manage Jobs using the Export to Excel ...
Column selection in Maintain Jobs & Maintain Clients
Overview This article will explain how to limit the columns displayed in Maintain Jobs & Maintain Clients Column Selection Next to Search box on both Maintain Jobs and Maintain clients, there is a Column Filter icon available. Clicking on this icon ...
Filtering information for Maintain Clients & Maintain Jobs
Overview There is a lot of data available to SMSF Sorted users from the Maintain Clients and Maintain Jobs screens. This article will explain how to filter this data. Filtering selections From the Maintain Jobs or Maintain Clients pages, there is an ...
Understanding the Statuses in My Jobs dashboard for SMSF Sorted
Overview There are a number of job statuses in SMSF Sorted. This article will explain these and how they interact with your firm's workflow Status Options When a user first logs into SMSF Sorted, they will see a list of jobs in progress, and a series ...