Analytical Insights takes Simple Fund 360 to the next level by providing you with the ability to globally search and query your Simple Fund 360 database real-time.
The Analytical Insights feature provides you with pre-set filters and labels to make it easier and faster to search.
Select Analytical Insights at the top of the screen.
Simple Fund 360 will display search results based on the search term(s) you have entered. The search term(s) will display in red.
Search Simple Fund 360 globally based on the following:
- Fund Name
- Fund Code
- Fund ABN
- Fund Label
- Fund Current Financial Year
- Member Name, Email, Mobile
- Contact Names (e.g. auditor, accountant)
The following sets of filters are also available for you to use:
- Current Financial Year
- Trustee Type
- Unmatched Transactions
- Trust Deed Last Modified
- Member Life Insurance Status
- Contribution Caps
- Pension Account Types
- Member Balances
- Total Super Balances
- NCC Cap (01/07/07 - 03/05/16)
- NCC Cap (01/07/07 - Now)
- Last Create Entries Time
- Tags - Fund Labels
- Last Transaction Modified Time
- 2015 FY Lodgement Status
- Member Age as of Today
Selecting any one of the above checkboxes will filter the results based on your selection.
You can export the search results to a CSV file by clicking on Download Excel and selecting either Complete, Fund, Contribution, Pension or Member.
This will export the details of the filtered funds showing on-screen to a CSV File.
The Transaction tab allows you to filter transactions based on account type and the number of transactions will show next to in the Transaction tab.
You can use Transaction Date to display transactions for a specific period.
This section allows you to have a quick snapshot of the balance and number of entries for each account type.
To drill down the accounts, you can tick the checkbox next to that account.
You can drill down the balances using Transaction Status, Transaction Source and User.
For example, selecting Auto Matched will display the number of transactions that have been auto-matched by Simple Fund 360 and the corresponding funds on the right-hand side.
You can further filter the list by ticking another option on the left-hand side panel. For instance, selecting BGL Bank Data, will display the number of transactions from the BGL Bank Data service that have been automated by Simple Fund 360 and the corresponding funds on the left.