balanceAAP Reports & Dashboard Table of Contents

Reporting & Dashboard Primer

Before you Begin:

• Open a Plan to View Results

Reporting

• Overview
• Reports
• Filters
• Tabs for Administrators/Plan Owners

Dashboard

• View
• Reports
• Tabs for Administrators/Plan Owners

System Tools (for Administrators)

• BALANCEaap (Interactivity) Menus for Administrators
• Default Settings
• Email Settings
• Report Groups
• Publish Groups
• Plan Access
• Reporting & Dashboard User Management

Additional Information

• Previous Product Release Notes
• BALANCEaap Specifications Overview
• Reporting/Report List & Dashboard Specifications

User Guides

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