balanceAAP Reports & Dashboard Table of Contents

ReportingReports & Dashboard Primer

BeforeStart you Begin:Here:

• Open a Plan to View Results

ReportingReports

• AAP Overview
• AAP Reports
• Filters
• TabsRun Reports for Administrators/Plana OwnersMaster Plan

Dashboard

• View
• Reports
• Dashboard Tabs for Administrators/Plan Owners (Display) Options & (Excel) Summaries

Publish Plan

Access HELP for Publishing
Plan and Granting Access to 
Reports & Dashboard

Access the BalanceAAP
HELP Table of Contents

System Tools (for Administrators)

(for Administrators/Plan Owners)
• BALANCEaap (Interactivity) Menus for Administrators
• Default Settings
• EmailReport Settings
• Report Groups
• PublishAdditional Groups
• DocumentsPlan Access
• Reporting & DashboardCompany UserDocuments Management

Additional Information

• Previous Product Release Notes
• BALANCEaapBalanceAAP Specifications Overview
• Reporting/Report ListReports & Dashboard Specifications Overview (includes Report List)

User Guides

• BALANCEaap DashboardReports & ReportingDashboard User's Guide
• Client's Guide to AAP Reports
• Quick Start Guide for Setting up New Users