Instructions

1. Click "Reports" on the left-hand navigation.

2. Click the "+ Add Report" button.

Resource Type: Select “Group” and then select the group you want to report on in the “Group” dropdown list.

Entities: Click “Select All” under the list of entities to add them all.
Recommendations: Click “Select All” under the list of recommendations to add them all. The critical recommendations are automatically at the top of the list.

Title: Type in the title of your report.

Status

• Draft: This report can still be edited at any time by the user who created it. This includes adding/removing recommendations, editing the title, status and summary.

• Finalized: This report has been reviewed and approved to show the client. The report cannot be edited after it has been finalized.

• Presented: This report has been reviewed, approved to show the client and presented to the client. This status allows the user to add the date the report has been presented.

Summary: The summary of your report can contain text about anything you my need to present this report to a client. This can be a meeting agenda, action items or notes for discussion.

Save your changes to create your report.

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