French Intro Report

Step 1: Log into the platform through https://login.cloudadvisors.ca

(Article: how to log into Cloudadvisors.ca?)

Enter into the system through any of the following buttons:

Step 2: Enter your client name in the "Group" search tab in the top bar

Note - Type four letters/spaces to generate the dropdown list - for example, if the group name is "Dunder Mifflin," type "Dund" and the group name will generate in the dropdown list to be selected.

If the client group is not on the platform yet, you may need to create one.

How to create a New Group?

How to Generate Benchmarking Reports for Virgin (Prospect) Groups

Step 3:  Click on "Build Reports" on the left side Navigation Bar

Click "Benefits Benchmarking" and select the Benchmarking Report you would like to generate:

Step 4: Select the classes to include in the report and click "Proceed to Next Step" 

Note - If all classes are selected, the summary will generate off the highest level of coverage. 

Step 5: Select the Industries, Regions, and Sizes to use as the comparison group for your client or prospect and click "Generate Benchmarking Report". 

Sample of French Intro Report data:

Step 5: Once the report successfully loads, click "Save Report" to save it to your Manage Reports section.

If you require changes to the report, click "Build Reports" and return to the previous screen. 

Step 6: Once saved your report will be available in Manage Reports to preview, download, or share directly to your client contacts through the platform. 

Video: How to View and Download Reports from Manage Reports (1:02)

Adding a Client Contact for File Sharing

Sharing Reports with Client Contacts

For further questions, please contact our team! [e-mail]