Dashboard Reporting For Xplan
Professionally designed dashboard reporting solutions for Xplan that harness your financial planning practice data for better performance and decision making.

Ready Made Solutions for you to Leverage Your Xplan Data Now

Track Ongoing Service Agreements
Easily monitor and manage your clients service agreements with near-real time tracking of key dates and statuses, all in one place.

Track Reviews
Stay ahead of your reviews service offering with automated tracking and insights into upcoming and past reviews.

Monitor Investments
Gain a clear view of your client portfolios, helping you to measure performance and identify issues with ease.

Track Threads and Tasks
Streamline your operations with a centralised view of tasks, deadlines and team responsibilities.
Stay Informed On The Go
Take your practice reporting with you wherever you go with a professionally designed dashboard reporting solution.

FAQs
Will my data be secure?
Data security is a top priority. We aim to achieve the highest level of data security through keeping data within your organisation, using highly secure applications, employing strong user access management and encouraging a broad cyber security review.
All reporting solution developments take place within your own technology environment. This means that your data will remain protected by any existing data security measures you have in place and that no data will be sent or stored externally.
We only use highly secure applications such as Microsoft Power BI and Microsoft Azure as a platform for reporting. Read more about Power BI security here and Azure security here. We encourage all organisations to configure all users with strong passwords and multifactor authentication.
Our reporting solution developments have strict User Access Management (UAM) settings in place, so that you have control over who has access to confidential data.
More broadly, On Report encourages organisations to review their cyber security measures and suggests completing a cyber security checklist. Using strong passwords and multifactor authentication are key controls for applications that On Report works with directly such as Power BI and Microsoft Azure.
What is your pricing structure?
On Report uses a fixed-price structure for our project developments, so that you can budget for your reporting solution effectively. Prior to commencing an engagement On Report will provide a quote, which is based on the anticipated effort involved.
How long will it take to see results?
Project development timeframes vary based on their complexity. Simple projects can be completed in under a week, whereas complex deliveries can take longer. We work with you to develop a project timeline and use agile methodologies for an efficient and successful execution of your project.
What does the process look like?
Our process involves an initial consultation, definition of your reporting requirements, solution design, implementation, testing and release (delivery). We work closely with you at each step to ensure the solution meets your expectations.
How will my team be involved in the development?
Your team can be as involved in the development of a reporting solution as they like. We can work with all team members of varying technical abilities.
How will my team be trained on using a new reporting solution?
We provide extensive training for the reporting solutions we develop, including documentation, training workshops and videos. Read more about our training and support here.
What post-development support do you offer?
We offer comprehensive support, including training, troubleshooting, maintenance, and regular updates. Our support team is available after your report delivery to ensure your Power BI solutions run smoothly. Read more about our training and support here.
How good does my data need to be?
Data quality is a key factor in the success of a reporting solution. If required, On Report will assist with the improvement of data quality by providing a data quality assessment and recommendations to resolve specific issues.
Start Making Data Driven Decisions Today
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