Hi there!
In V15 or V16, has anyone come up with a good way to clean up Plans and / or Portfolios? I'm talking you know no one will ever want to the data or the Worker's portfolio is in the 1000s and has difficulty loading.
We are on V15 but will, like everyone, eventually go onto 16.
We have one worker who's portfolio is in desperate need of a clean up. Thoughts?
Jessica
Thanks Heath. I wonder in V16 if there is something more is available vs a custom report
Depending on who often you need to tidy this up ... if it's a one off immediate job I'd just "do it in SQL"