How to Generate an Outside Assets Report

Last updated on January 08, 2025

Begin from the home screen of the iJoin advisor portal
1. Go to the left hand side navigation menu
2. Select “reports”
Click “Create new report”
On the Create Report screen:
1. Select the desired report format, whether in PDF or Excel.
2. Select Outside Asset Report from the Report Type drop down menu.
3. Name the report to your preference.
4. Select the plans you wish to include within the report.
5. 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 the report details
6. Click the “create report” button
The report has now been queued for generation.
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
Once the report task shows as “successful” in Activity Monitor section, you may return to the reporting screen to download the newly generated report.

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