From any Participant page, you can navigate to the Reports List by selecting Reports from the Management menu in the header.
This will take you to the Reports List page. From here you can select Run next to any report to run it. The reports are:
- Pre-Planning Workbook
Produce your pre-planning workbook for your planning meeting
- Service Agreements
View all your draft, active or expired Service Agreements by Plan
- Statement of Outcomes
Produce a statement of outcomes from your Goals for your Plan renewal meeting.
- Timesheet Approval
View all your timesheet approvals
- Budget Summary
View the current financial position of your plan budget
- Budget Detail Report
View the detail report of processed invoices for your plan budgets