Investment Monitoring Report

The Investment Monitoring Report provides key information necessary to ensure a successful investment review meeting with plan sponsors. The Investment Monitoring Report can be configured to your preferences.

Generating an Investment Monitoring Report assumes you have setup a Plan. To do so, review the  Setting Up a New Plan article.

Generate an Investment Monitoring Report

1. Access the Plan List screen by clicking Plan List in the navigation menu at the top of the page.
2. Click the Plan Name for the plan you wish to generate an Investment Monitoring Report for. 
3. Click the hamburger menu icon in the upper left-hand corner next to the FirmPlus logo. The menu will slide in from the left. 
4. In the menu click Reports then Investment Monitoring.

There are two Report Section Lists displayed on the page. The list on the left are Available Report Sections that can be included in your report. The list on the right are Chosen Report Sections that have been selected to appear in the report you generate.

You can move sections between lists by clicking on the Report Section and clicking the left or right pointing arrow between the two Report Section lists.

1. You can modify the report section ordering in the Chosen Report Sections list by clicking on the section and then using the up/down arrows on the right side of the list to move the report section.
2. The last generated Report configuration will default in the Chosen Report Sections list.
3. After you are finished organizing you report, click the Generate Report button to generate your Investment Monitoring Report.
   
4. Reports are produced on demand and can be produced as many times as needed.
5. When your report is finished generating a link to View Report will appear. Clicking this link will open/download the report (depending on your web-browser settings).

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Report Templates

 

Report Templates allows you to quickly load a pre-configured Report for any Plan in your account.

1. Click on the Report Templates drop-down list at the top of the screen.
2. Click on the Template you wish to load. The template will load and the Chosen Report Section configuration will be applied automatically.

You can create a new Report Template based on your selections using the Save as Report Template button. Save Current Configuration allows you to save the choices you’ve made locally to this individual plan.