How to Generate a Plan Health Report

Be advised that a plan health report can only be generated for plans enabled with an ACT license.

1. Begin from the iJoin Advisor Dashboard
   1. Go to the left hand side navigation of the screen
   2. Select the Reports tab.
2. From the Reports screen:
   1. Click “create new report”
3. From the Report Creation screen:
   1. Select “plan health report” from the “report type” drop down
   2. Name the report to your preference.
   3. Beside “Plan Selection,” click the “Plans Selected” link to open a subscreen
      1. Select the plans you wish to include
      2. Click save.
   4. Determine if the report should be private or public within the portal.
      • Private reports restrict access to only the user generating it
      • Public reports allow users with access to the portal visibility into report details
   5. Under “Content Options,” determine the content to be displayed with the slide toggle options.
   6. Click the “create report” button.
4. The report has now been queued for generation.
5. Go to the left hand side navigation menu
   1. Select “Activity”
   2. You can check the status of your report (Pending, Successful, Error) in this display
6. Once the report task shows as “successful” in this section, you may return to the reporting screen to download the new report.