Before following this guide, please ensure that you have successfully completed the ‘Initial setup of Xplan/ATEB integration’ guide.
To create a report using Xplan integrated data, on the right hand side of the screen, underneath the ‘Log Out’ button, click ‘Create New Report’. This displays the ‘Create A New Report’ pop-up screen, where you are prompted for a report name and to select the type of document being created.
If the integration has been correctly configured, the ‘Xplan Data’ section is shown. To select the client, enter in the client's surname into the search box and select the client from the drop down list. Once the client has been selected, click on ‘Start Report’.
If the ‘Xplan Data’ section is not shown, the integration is not connected; please refresh the suitability application (press F5). If the ‘Xplan Data’ section is still not showing, please follow the ‘Initial setup of Xplan/ATEB integration’ guide to enable the integration.
Once inside the suitability report wizard, the client's full name, address and the postcode will be pre-populated from Xplan into the Suitability report automatically.
If the selected client has a relationship with another Xplan client, the second client's name will be pre-populated once 'Yes' is selected for the question 'Is this report to be written on a Joint Basis?'. (This question has a default answer of 'No').