From the home screen of the iJoin advisor portal, go to the left hand side navigation menu, select reports.
Click create new report.
Select the desired report format, whether in PDF or Excel.
Select Outside Asset Report from the Report Type drop down menu. Name the report to your preference.
Select the plans you wish to include within the report.
Next, determine if the report should be private or public within the portal. Private reports restrict access to only the user generating it while public reports allow users with access to the portal visibility into the report details.
Click the create report button.
The report has now been queued for generation.
And then navigate to the activity monitoring section of the portal on the left hand side. Once the report task shows as successful in this section, you may return to the reporting screen to download the newly generated report.