LE Quick Guide – Internal Plan Reports
Now we will look at individual plan reports, in order to do that we will select a plan from the list that we have generated previously from our Advanced search tutorial. Step 01 : Once you click on a plan, you will be automatically directed to the Summary page report, what that is, is a brief overview of how the plan is performing – On the top we have the name of the plan, the total number of participants for the plan, the type of plan and also the ability to send an individual Marketing letter…Something that we will talk about in a different guide. Step 02 :...Read More
