Planit:Reports

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In addition to the many Word documents available in the Web Advisor, you also have access to some freestanding reports. The reports can be accessed under the Documents & Reports section from the main menu by clicking the Reports link. This list of reports will be growing in the future, but here’s a list of what was available at time of the creation of this training module. Clicking on the appropriate “View” button will create the reports. This will open a PDF report, which you then can choose to print if desired or you can click “Save” it will open a save to window where you can select a location on your workstation to save this report.

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Please Note: You also have access to many different reports and schedules when you access the calculators for many different calculations you may do.

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