Filters & Search Functionality On The SMSF Dashboard

Upon accessing the SMSF Dashboard, users will be directed to the main landing page, which provides a comprehensive overview of key activities.

To view the full list of SMSF clients, users must select the "SMSF Clients" button, which will direct them to the unfiltered client list page.

SMSF Dashboard Search Bar

From here, an administrator can utilise the search functionality to locate the desired file. 

The administrator can simply type in the name of the file they require, and the unfiltered client list will dynamically update, displaying only the files associated with the searched name

Note: revert back to the unfiltered view of the SMSF Clients, either refresh the page or start deleting the name within the search field. 

SMSF Dashboard Filters 

The Smart Filters section allows administrators to refine their search by applying various filters, including:

• Archived Files
• Audit Period
• The Audit Files Status Group (Clients, Audits In Progress and Audits Completed)
• The Audit Files Status
• To Just Files with ACRs, Management Actions & No Actions
• Files with Queries 
• Files with Overdue Queries
• Files With A Message (No Response Required)
• The Date Of Last Request
• The Date Of Latest Response

Upon selecting one of the smart filters, the unfiltered client list with dynamically update to display only the relevant data based on the selected criteria.

Note: To remove any filters selected, simply click the reset button at the bottom of the filters pop out