You can generate this report for your group even if they don't have benefit plans yet, or you don't have their booklets available! Uploading plan summary data is not mandatory for generating reports, but creating a group on the platform is!
Step 1: Log into the platform through https://login.cloudadvisors.ca/ (read the article "how to log into Cloudadvisors.ca?" article, if needed.)
Step 2: Enter your client name in the "Group" search tab
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.
Step 3: When your client's name shows up under the search bar, click on your client! You will see the name is locked in the Group search bar.
Step 4: Click on "Build Reports" on the left side Navigation Bar
Step 5: Select Report Type - "Annual Governance" and click on "Governance Review Report" (make sure the "governance review report" is highlighted).
Step 6: Click on on the right top corner.
--> After the reports successfully loaded, you have the options on the top toor . When you save the report, it will be saved to Manage Report, which is your digital briefcase to save all your files on the platform.
If you have any questions regarding and instructions above, please email us at email@example.com.