Newly migrated funds may not show on the Insights Dashboard screen straight away. They can be accessed from Entity Selection in the meantime. Allow a few hours for the fund to appear in the dashboard.
Insights Dashboard is the first page you will see after logging into Simple Fund 360 and Simple Invest 360.
Insights Dashboard provides you with graphical insights into all your entities' data in real-time. Similar to Analytical Insights, the Analytical Dashboard allows you to search and filter information across all your entities, returning results promptly.
|From the Main Toolbar, select Home.
|Select Entity workflow
Labels are used to group entities together for quick selection and reporting purposes.
Some of the Benefits of using Labels:
- Quickly filter through entities
- Ability to allocate and group entities
- Easily invite users to labels
Add a Label by clicking into the Label field and typing the name of the Label.
Once the name is typed, hit Enter on your keyboard or select Create New Label.
Use the Label filter to narrow the dashboard down to entities filtered at the Label level.
Refer to Entity Labels for more.
The graphs will automatically update based on the search term you type in.
Some of the search terms you can use include:
- Entity Name
- Entity Code
- Entity ABN
- Entity Label
- Entity Current Financial Year
- Member Name, Email, Mobile
- Contact Names (e.g. auditor, accountant)
Add New Entity
Select Add New Fund to be directed to the Entity Setup screen.
By selecting some information on any chart, the program will create a filter for the detail selected and update the graphs accordingly.
For example, if you select Current Financial Year: 2016, the graphs will only display information for all entities in the 2016 financial year.
You can further filter the graphs by selecting another option from the charts.
The following filters are available to you:
- Entity Type
- Entity Labels
- Current Financial Year
- GST Registered Status
- Trustee Type
- Trust Deed Last Modified Date
- Insurance status of funds (refer to SMSF Insurance provided by AIA/AGI through BGL)
- Lodgement Status
- Concessional Contribution Cap as at FY selected
- NCC Cap as at FY selected
- Member Age as of Today
- Pension Funds
- Pension Account Types
- Pension Funds Status (minimum met)
- TBAR Frequency (quarterly or annually)
- TBAR Event Lodgement Status
- Total Super Balance as at 30/06/17
- Total Pension Balance as of today
- Total Member Balance as of today
- Member Age as of today
- Funds with Unmatched Transactions
- Last Transaction Modified Time
- Last Create Entries Time
- Last Investment Strategy Date
All the filters that you have selected will display next to the Search box.
You can remove any filter by clicking the cross next to the filter.
TBAR Event Lodgement Status
Stay on top of your TBAR lodgements by taking advantage of the TBAR Event Lodgement Status filter. This will let you quickly see which funds require your attention in Lodging TBARs
When a filter is selected, each fund will have a counter displaying the number of events that are both due and overdue. This will allow you to prioritise the funds you process first:
You can choose which type of graph you wish to display by clicking on one the following icons next to each graph:
Selecting under Funds will provide you with more on-screen information for that fund.
Export to CSV
You can export the results to a CSV file by selecting Export to CSV. Select from the following export options:
|All of the below.
The following information will be downloaded for all funds:
The following information will be downloaded for all accumulation members of all funds: