Reports
Once an Affirmative Action Plan is completed in balanceAAP, the plan preparer will publish the plan to the Berkshire Client Portal so that other users with access to the plan can view the plan results using both the Data Visualizations and the AAP reports. The Reports Menu, found on the left navigation menu under the AAP service line, contains updated versions of Berkshire's traditional balanceAAP reports.
Additionally, clients and users, with appropriate permissions, can create their own reporting groups for more personalized reporting use through the Manage Reports section. Users can create groups of reports that are often exported together but may not already be grouped together to make exporting quick and easy.
AAP Reports
Upon entering the AAP Reports page, the user is presented with a comprehensive list of all available AAP Reports and Narratives for each published plan the user has access to view. All reports are organized by report category or group. Keep in mind the Reports list will vary, based on plan type, plan year, and organization-specific permissions.At the top of the screen, you will see the currently selected plan for which the AAP reports are pulled. Using the Currently Reviewing Reports action, users may switch between any Multi, Sub, and Regular plan for which they have access. You may also search for a specific plan using the provided search box.
All reports can viewed in your browser or exported into PDF, Word, or Excel. After a plan has been selected, an individual report can be viewed by clicking on the report name or the link to the right of the report name to open the report in a new tab. If you need to export multiple reports, the options at the top will provide you with the ability to select all reports or groups of reports. Once the selection has been made, the Export option is located on the right side of the page. Additionally, on the right side, a new quick search option is available that can not only find reports by name but also highlight them within the list.
Manage Reports
The Manage Reports section, located under the AAP Reports option, is where users can edit their company's list of available reports.Important Reminder: This section is not available for all users or accounts. If you wish to adjust your company's list of reports and this option is not available, please contact your Berkshire Consultant or contact Berkshire Product Support.
If you wish to move a report to the main AAP Reports list, select the individual report in the Available Reports menu on the left and move it to the desired Report Groups section on the right. If you would like to remove a report from the list, select the Remove Report option on the right side of the report name entry. After all the changes have been made, select one of the [Save] options at the bottom.
If new company-specific Report Groups are needed, they can be added through the [+ New Group] action located in the top right corner of the Report Groups section.