The new Plan Insight Summary Report has been launched on CloudAdvisors and is active for all groups currently uploaded into the system.
See full Sample Report
How to Generate Report for Active Client or Prospect:
Step 1: Login to the platform If this is your first time using the platform, please read How to log into Cloudadvisors.ca for details.
Step 2: Enter into any of the following pages:
Step 3: Enter your client name in the "Group" search tab at the top of your screen.
For example, if the group name is "Dunder Mifflin," type "Dunder" in the tab and search, the group name should show up under the search tab. If not, it means the client group is not on the platform yet, and you need to create one. Read "How to create a New Group?" article if needed.
When your client's name appears below in the menu search bar, click on your client.
Step 4: Click on Build Reports on the left side Navigation Bar and select Plan Insight Report and Generate Report
Step 5: Click Save Report and share your Insight Summary directly with the group's Client Contact Sharing Reports with Client Contacts
*For a customized Plan Audit Report with selected Recommendations and Considerations from the Insights: How to Create a Plan Audit Report from CALEB Insights