balanceAAP Reports & Dashboard Table of Contents

Reports & Dashboard Primer

Start Here:

• Open a Completed Plan to View Results

Reports

• AAP Overview
• AAP Reports
• Filters
• Run Reports for a Master 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

• Report Settings
• Report Groups
• Additional DocumentsPlan & Company Documents

Additional Information

• Previous Product Release Notes
• BalanceAAP Specifications Overview
• Reports & Dashboard Specifications Overview (includes Report(includes Report List)

User Guides

• Reports & Dashboard User's Guide
• Client's Guide to AAP Reports