Xeppo Group Insights Release Notes

Xeppo Group Insights Release Notes

Release Notes July 2025 | Xeppo Group Insights

 Please see the below details on recent changes to the Xeppo Group Insights reporting suite. These changes were deployed over the 24^th of July 2025. 

Summary of changes

• Group Insights Filters Enhancement
  • We’ve introduced two new filters, Revenue Adviser Name and Revenue Practice Name in the XGI 2.0 report. These filters allow users to view both Mapped and Unmapped Revenue, providing a more complete picture of revenue distribution across practices and advisers.
• Investment FUA Report Update
  • The Investment FUA Report now includes a “Client Group” field in the matrix on the right-hand side. This enhancement enables users to segment and analyse investment data at a more granular level, supporting deeper insights and more targeted reporting.
• Revenue Insights Table Improvement
  • The “Revenue by Segment” table in the Revenue Insights report has been enhanced to show grouped Revenue Types instead of Main Revenue splits, making the data more intuitive and easier to analyse. Additionally, the “Revenue in Period by Product Classification” visual now includes both Revenue Type and Main Revenue fields, offering users more granular insights.

Release Notes June 2025 | Xeppo Group Insights

Revenue Insights Reporting

• Revenue by Provider & Type Report
  • A synced date filter has replaced the previous “FY Year” filter. This date is consistent across other pages and visuals.
  • The “Totals” row has been removed from both tables to improve export functionality. Note: column totals remain available.
• Revenue by Segment Report
  • Now displays a clear split between Revenue Type and Product Classification, replacing the previous single “Main Revenue” view.
  • The Average Revenue Per Client Group has been updated and is derived by dividing Revenue in Period by the number of Groups.
• Revenue Insights Report
  • Replaced XeppoCode with XeppoGroupCode to support consistent group-level reporting.
• Practice Administration Report
  • The label “ActivityID” has been renamed to “#Activities” for standardized terminology.
  • Added drill-through capabilities for detailed activity and revenue views.
  • Tables now support drill-through and expand options for enhanced interactivity.
• All Revenue Pages
  • Introduced the “GroupName” field to support group-level revenue analysis.

Data Checks Reporting

• Investment Report
  • Implemented a hierarchy of Practice > Adviser > Group > Client to improve adviser identification and reporting accuracy.
• Supporting Evidence Report
  • Removed the “No Recent FDS” filter to align with updated compliance guidelines.

Business Insights Reporting

• Practice Clients Report
  • Updated to focus on group-level reporting for consistency.
• Client Insights Report
  • Replaced the “Gross and Average of Gross by Segment” visual with more meaningful alternatives.
  • Corrected average calculations and refreshed the layout for better clarity.
• Insurance Report
  • The Premium by Provider visual now uses the Insurance data source and features a refreshed design.
  • Removed the Premium by Policy Type visual to streamline the layout.
• Funds Under Administration Report
  • Introduced group-level visibility to enhance reporting granularity.
• Other Changes
  • Removed Assent reporting and the FDS Summary report to eliminate outdated and redundant content.