PensionPro Reports

PensionPro can store a lot of data, and there are many different ways in which that data can be used. From identifying missing information to tracking processes to analyzing trends, PensionPro includes a large variety of built-in reporting options that can accomplish these goals and much more.

 

Tier Availability: Track, Team, Business

 

Note: Some items may not be available on all tiers.

 

Article Contents

 

 


 

Working With Reports

 

PensionPro's built-in reports can be found by opening the Reporting menu, located in the Navigation Panel on the left. Reports in this menu are separated by category, which correspond to the categories outlined later in this article.

 

Each report will contain a header, which will provide a selection of options and filters based on the report in question. Select View Report to generate the report based on the chosen criteria.

 

Tip: The Save and Load options at the top-right of the header can be used to save chosen filters and quickly apply them next time the report is run. Only one selection of filters can be saved; it will be overwritten if the Save option is used again. Once filters are saved, any Employee can load those filters when they run the report.

 


 

Standard Reports

 

The reports in the following categories can be utilized by all PensionPro users. Reports that focus on Client and Plan information will restrict users to the data they have permission to access based on their assigned Location Rights.

 


 

Clients and Companies

 

Reports in this category relate to Client companies and address/phone number management.

 

Client Plan Types
Lists Client companies with their respective Plans separated into columns based on Plan Type. Useful for viewing all Clients owning a specific Plan Type or identifying Clients with multiple Plan Types.
Clients

Provides a simple list of Clients with general information, such as Entity Type, EIN, and Period End.

  • Much of this data is retrieved from the Client's latest Employer Data record.
Clients Missing Addresses or Numbers
Generates two lists to identify Clients that do not have any addresses or phone numbers linked to their record.
Clients Missing Employer Data

Generates three lists to identify Clients meeting one of the following criteria for a Period End date:

  • No Employer Data record is found where one is expected.
  • Year End, EIN, and Entity Type have not been entered.
  • No Principal entries have been added.
Clients with Linked Plans

Lists Clients and their corresponding Plans. Clients with multiple Plans are listed multiple times. Items can be filtered by Client or Plan Status.

Clients with Linked Plans by Employee Role

Similar to the above, with additional columns/filters for Employee Plan Role. Useful for identifying Clients/Plan associated with a particular Employee or listing a Role assignment alongside each Plan.

Company Addresses

Lists Company records and any linked address data. Companies with multiple addresses are listed multiple times; Companies with no address data are ignored. Filters are available for Address Type, City, State, and Zip.

Company Numbers

Lists Company records and any linked phone number data. Companies with multiple numbers are listed multiple times; Companies with no number data are ignored. Filters are available for Number Type.

 

 


 

Communications

 

This category contains a collection of reports related to a variety of PensionPro features, such as Interactions and Secure File Exchange.

 

Communication Lists
Displays one or more Communication Lists along with the members of each. Email addresses are shown by default; mailing addresses can optionally be included. Used to easily reference contact details.
Interaction Details
Lists the information of a single Interaction, including Title, Participants, and Date.
Interaction List

Generates a list of Interactions over a given period. This provides a high-level overview; dates and participants are included, but Interaction details are not.

  • If the Interaction was generated using Blast Email, the name of the template is included.
  • Plan data is not referenced unless it was included in the Interaction title.
Plan Contact Latest Interaction List

Generates a list of Plans based on Employee Plan Role, the Plan Contact Roles for those Plans, and details of the last Interaction recorded for those Contacts.

Secure File Exchange Status

Lists the details of all existing Secure File Exchanges sent between a given set of dates. Filters can be applied based on participants and whether the file was accessed. Does not include expired SFEs.

 

 


 

Contacts

 

This category provides general Contact information and details about Plan Contact Roles.

 

Contact Investment Listing
Displays Plan Name and Investment Provider along with Plan Contact Roles. Useful for matching Plan Contacts to corresponding Investment Provider(s). Filters are available for Plan data, Investment Provider name, and Contact Role.
Contact Web Registration Status
Lists all PensionPro Contacts and their registration status on PlanSponsorLink. Used to identify Contacts who have not yet performed the first-time user process to establish their account.
Contact Web Rights by Plan
Generates a list of Plans and Plan Contacts based on Employee Role. Website Rights are split out into columns to visually indicate where Rights are missing.
Contacts
Provides a simple list of Contacts with general information, such as Company, Status, and Contact Preferences. This report includes all Contacts, not necessarily those linked to Plans.
Contacts Linked to Plans
Returns phone numbers and email addresses for Plan Contacts, filtered by Employee Plan Role.
Contacts Missing Addresses or Numbers
Generates two lists to identify Contacts that do not have any addresses or phone numbers linked to their record.
Contacts Missing Data

Generates a list of Contacts to identify those that are missing a Salutation, Email Address, and/or Contact Preference.

  • Setting the Report Type option to Plan Roles will allow Contacts to be filtered based on their Plan Contact Role assignments.
Contacts Missing Web Rights
Returns a list of Plan Contacts that do not have any Website Rights assigned to them. This is generally used to identify instances where the act of assigning Website Rights was inadvertently skipped.
Plan Contacts Missing Addresses or Numbers
Generates two lists to identify Contacts that do not have any addresses or phone numbers linked to their record.
Plan Contacts Missing Data Identifies Plan Contacts who are missing a Salutation, Email Address, and/or Contact Preference.

 

 


 

Distributions

 

Tier Availability: Business

 

Reports in this category relate exclusively to Distribution Projects.

 

1099 Data Export

Generates an export sheet containing data from the Information and 1099 views of all Distributions in any given year. Options are available to format this report for import into the Datair, ftwilliam.com, or Relius systems.

  • A Distribution will not be available unless a Process Date is entered in its 1099 view.
  • Federal ID numbers will be populated from either the Client EIN or Plan TIN based on the 1099 Payor value found in General Plan Information.
  • Lines may appear duplicated if multiple Address Types are chosen or if a Client possesses overlapping Employer Data records for the 1099 Year.
Distribution Detail Report

Displays details from a Distribution's Information view, as well as the Tasks and Task Item responses from its Workflow. Similar to the Project Detail Report.

  • Reports are located by searching for and selecting the participant's name, then choosing the appropriate Project.
Distribution Fees

Returns Distributions with Plan and Investment Provider information, as well as the Fee charged, the Payor responsible for the Fee, and the date the Fee was received.

Distribution Status by Task

Generates a list of Distributions with columns for each Task, similar to the Status by Task report. Dates indicate when each Task was completed. This report works best when using a single Project Name to quickly review or compare the progress of a Project across multiple Plans.

Distribution Status by Task Grouping

Functions similarly to the Distribution Status by Task report, but uses Task Groupings instead of Tasks.

 

 


 

Document Specifications

 

Tier Availability: Team, Business

 

This category contains reports that utilize PensionPro's Plan Document Specifications feature.

 

Document Spec Template Types
Displays all Document Specification Templates with Created On and Updated On information, grouped by Document Provider.
Document Specs List by Provider
Lists Document Name along with Plan, Document Provider, and Effective Date. Useful for identifying Plans sharing a Provider or using a particular Template.
Document Specs Template Details
Displays the Names, Tags, and Data Types used for each Line item on a single Document Specification Template. Can be helpful in reviewing Templates for accuracy and completeness.
Multiple Plan Document Spec Details
Generates a list of Plans, the Type and Effective Date of Documents under those Plans, and the values of the Tags in those Documents. This is useful to compare Tags side-by-side across Plans, even when the Document Type is not exactly the same. Additional filtering can be applied based on Plan information, Document information, and Employee Plan Roles.
Single Plan Document Spec Details
Lays out one version of one document from a single Plan. The format is similar to the Document Specs Template Details report, providing an easy-to-read list of the Plan's specifications.

 

 


 

Fee Schedules

 

Tier Availability: Team, Business

 

This category contains reports that utilize PensionPro's Fee Schedules feature.

 

Fee Schedule Template Report
Displays a single Fee Schedule Template with details for each of the Fee Types included.
Multiple Plan Fee Schedule Detail
Lists all Fee Items across all Plans. Filters are available for Fee Schedule Status and Fee details.
Plan Fee Schedule Detail

Displays one version of one Fee Schedule from a single Plan. The format is similar to the Fee Schedule Template Report

Plan Fee Schedule Listing
Returns all Fee Schedules added to all Plans. This report does not include individual Fee items. Filters are available for Fee Schedule Status and Plan details.

 

 


 

Files

 

Tier Availability: Team, Business

 

Reports in this category can be useful in managing Plan & Project Files.

 

Plan Admin Forms Listing
Displays details on Files uploaded to the Plan tab > Administrative Forms view. Includes archived Files. Filters are available for Plan details, File Type, and Employee Plan Role.
Plan Document Listing
Displays details on Files uploaded to the Plan tab > Legal Plan Files view. Includes archived Files. Filters are available for Plan details, File Type, and Employee Plan Role.
Plan Documents Not Accessed
Returns Files uploaded to the Plan tab > Legal Plan Files view across all Plans, including the number of days since being posted. Although intended to identify Files that a Plan Sponsor has not yet viewed, it is also possible to show Files that have been accessed, if desired.
Plan Fiduciary Document Listing
Displays details on Files uploaded to the Plan tab > Fiduciary Files view. Includes archived Files. Filters are available for Plan details, File Type, and Employee Plan Role.
Project Documents Not Accessed
Returns Files uploaded to the Project tab > Files view across all Plans, including the number of days since being posted. Although intended to identify Files that a Plan Sponsor has not yet viewed, it is also possible to show Files that have been accessed, if desired.

 

 


 

Mailing & Labels

 

This category contains a selection of tools and other reports to help simplify the process of sending physical mail to Contacts.

 

All Contacts - 20 Labels Per Page - 1" x 4"
Generates a printable list of Contacts in two columns with Company name and address to be affixed to envelopes. Filters are available for Mailing Type, State, and Zip.
All Contacts - 30 Labels Per Page - 1" x 2 ⅝"
Generates a printable list of Contacts in three columns with Company name and address to be affixed to envelopes. Filters are available for Mailing Type, State, and Zip.
Contact Mailing Data
Returns a list of all Contacts and corresponding address data. Only addresses chosen as primary are provided.
Plan Contact Mailing Data
Similar to the Contact Mailing Data report, but only applicable to Plan Contacts. Plan Name, Plan End, and Contact Role are included on this report. Filters are available for Plan information, Employee Plan Roles, Plan Contact Roles, and Address Type.
Plan Contacts - 20 Labels Per Page - 1" x 4"
Similar to the All Contacts version of this report, but only includes Contacts linked to Plans. Additional filters are available for Plan details and Plan Contact Role.
Plan Contacts - 30 Labels Per Page - 1" x 2 ⅝"
Similar to the All Contacts version of this report, but only includes Contacts linked to Plans. Additional filters are available for Plan details and Plan Contact Role.
Plan Contacts Criteria - 20 Per Page - 1" x 4"
Similar to the Plan Contacts version of this report, but with added filtering for Investment Provider.
Plan Contacts Criteria - 30 Per Page - 1" x 2 ⅝"
Similar to the Plan Contacts version of this report, but with added filtering for Investment Provider.
Plan Employee Contact Mail Merge Export
Generates a data export including Client, Plan, and Plan Type, as well as names and addresses of any chosen Plan Contact Roles and Employee Plan Roles. This export is intended to be used with Microsoft Word's Mail Merge feature for creating letters and other mailings.

 

 


 

Plans

 

Reports in this category relate to many aspects of Plan management, including a selection of reports that identify Plans missing certain items.

 

Deactivated Plan Data
Shows deactivated Plan data that is ready to be exported. Refer to the Backing Up Plan Data section of the article Data Purging for more information.
Plan Contact Roles By Plan
Lists Plan names with each Plan Contact Role assignment in subsequent columns. Useful for viewing many Plan Contacts at once or identifying gaps in Contact Role assignments.
Plan Cycle List
Lists information found on the Plan Cycle tab for each Plan. Multiple Plan Cycles can be reviewed per Plan by selecting multiple Period End dates.
Plan Investment Details
Displays Plans along with relevant Investment information, including Provider, Direction, Model, and Account Number. Further details can be added via the Columns To Display dropdown. Filters are available for Plan and Investment details and Employee Plan Role.
Plan Investments Missing Data
Returns any Investment Provider entries for each Plan that are missing Investment Direction, Contract Start Date, Investment Model, Data Collection Source, and/or 1099 Responsibility information.
Plan Notes
Displays the contents of Notes for one or more Plans. Filters are available for Note Category, Date, and Employee who created the Note.
Plan Services Provided
Returns the Services Provided for a single Plan.
Plan Services Provided All Plans
Returns a list of Plans and the Services Provided for those Plans, with each line representing a single service.
Plan Services Provided Grid
Similar to the Plan Services Provided All Plans report, but with each Plan on a single line, and the Plan's services in individual columns. The dates in each column represent when the service was added to the Plan. Useful for comparing Plans or identifying service gaps.
Plans
Provides a simple list of Plans with general information, such as Plan End, Status, Type, and Admin Type. Further details can be added via the Columns To Display dropdown.
Plans by Contact Role/Name
Lists Plan Contacts, their Role, and the Client and Plan they are linked to. Each line represents one Plan Role assignment. Filters are available for Contact Role and Name.
Plans By Employee Role
Similar to the Plans report, with additional columns and filtering options for Employee Plan Roles.
Plans Missing Contact Roles
Returns a list of Plans that do not have a chosen Plan Contact Role assigned to any Contact. Additional filters are available for Plan details and Employee Plan Roles.
Plans Missing Document Specs
Returns a list of Plans that do not have any plan document versions added to the Specifications view. Additional filters are available for Plan details, Employee Plan Roles, and Plan Effective Date.
Plans Missing Documents
Returns a list of Plans that do not have a Legal Plan File, Administrative Form, or Fiduciary File matching a specific File Type. Additional filters are available for Plan details, Employee Plan Roles, and Plan Effective Date.
Plans Missing Employee Roles
Returns a list of Plans that do not have a chosen Employee Plan Role assigned to any Employee. Additional filters are available for Plan details.
Plans Missing Fee Schedules
Returns a list of Plans that do not have any Fee Schedules added to the corresponding view. Additional filters are available for Plan details and Employee Plan Roles.
Plans Missing Forms Returns a list of Plans that do not have an Administrative Form matching a specific File Type. Additional filters are available for Plan details, Employee Plan Roles, and File Effective Date.
Plans Missing Integration Link
Returns a list of Plans that have not been linked to ftwilliam.com. Additional filters are available for Plan details and Employee Plan Roles.
Plans Missing Investment Providers
Returns a list of Plans that do not have any Investment Provider entries added to the corresponding view. Additional filters are available for Plan details and Employee Plan Roles.
Plans Missing Project Types
Returns a list of Plans that do not have any Projects of a specified Project Type and Period End. This can be a good way to identify Plans that were missed in a round of Projects, such as Annual Administration. Additional filters are available for Plan details and Employee Plan Roles.
Plans Missing Projects
Similar to the Plans Missing Project Types report, but identifies Plans lacking a Project launched from a particular Template.

 

 


 

Projects

 

Tier Availability: Business

 

This category contains a variety of reports relating to Project, Task, and Project Template management.

 

Dashboard Tasks
Lists all Tasks currently active in the Dashboard(s) of one or more Employees. Additional filters are available for Plan End, Plan Type, and Project Type.
Dashboard Tasks by Plan Role
Similar to the Dashboard Tasks report, with further filtering options for Employee Plan Role. Useful for Administrators or other Roles tracking active Tasks across multiple Plans.
Detail Report
Displays details for a single Project, including Task and Task Item details and responses, Employee and Worktray assignments, and activation and completion dates. A good resource for an all-in-one Project review.
Multiple Project Status
Generates a list of Plans with a selection of Projects split out into separate columns. Dates indicate when each Project is due, and are color-coded to indicate Projects that are incomplete and overdue. Useful for analyzing multiple Projects across multiple Plans to identify potential missed deadlines.
Multiple Project Status by Task
Similar to Multiple Project Status, but shows more granular detail by breaking Projects into further columns for each Task.
Project Field Values
Provides a list of Plans, Projects, and the values entered for Project Fields in those Projects, with chosen Project Fields split out into separate columns. Filters are available for Plan and Project data.
Project Notes
Displays the contents of Notes for one or more Projects. Filters are available for Note Category, Date, and Employee who created the Note.
Project Summary Report
Provides a simple list of Projects with general information, such as Type, Manager, Frequency, and Period Start and End dates.
Project Task Elapsed Time Returns all Projects that contain two selected Tasks. For each Project, dates are provided to indicate if these Tasks were completed; if both Tasks are complete, the report presents the number of days that elapsed between completion. This can be used to gauge the efficiency of workflow and identify areas for improvement or locate outliers. Filters are available for Plan and Project data.
Project Template Roles Returns a list of all Tasks in Project Templates along with the currently-assigned Employee Plan Role for each. Useful for visualizing a Project's workflow or locating Roles that need to be reassigned. Filters are available for Project Type, Frequency, and Role.
Projects Missing Census Data Generates a list of Annual Administration Projects for a given Period End date that do not have any entries added to the Employees step of Data Collection. Filters are available for Plan Type, Project Name, and Employee Plan Role.
Status by Task
Provides a list of Projects with a selection of Tasks split out into separate columns. Dates indicate when each Task was completed. Useful for visually tracking the progress of multiple similar Projects. Filters are available for Plan and Project data.
Status by Task by Employee
Similar to the Status by Task report, but with a focus on a single Employee. Tasks are highlighted in yellow to indicate they are assigned to the Employee being reviewed.
Status by Task Completed

Similar to the Status by Task report, but with additional controls to fine-tune the Projects that are returned based on Task completion.

  • Filters are provided to restrict results based on the completion status of two Tasks. Since Projects are linear, setting an "upper" and "lower" bound makes it easier to focus on Tasks within a specific portion of a Project.
  • Although these two filters are required to view the report, they can both be set to the same Task and Status if one is not needed.
Status by Task Group by Employee
Similar to the Status by Task by Employee report, but with a focus on a Project's Task Groupings rather than its Tasks for a higher-level look at completion.
Status by Task Grouping
Similar to the Status by Task report, but with a focus on a Project's Task Groupings rather than its Tasks for a higher-level look at completion.
Status by Task Grouping Completed
Similar to the Status by Task Completed report, but with a focus on a Project's Task Groupings rather than its Tasks for a higher-level look at completion.
Task Assignments Report
Lists Projects with Tasks split out into columns; each Task indicates the Employee that it is assigned to. This can be used to visualize which Employees with be handling which Projects. Filters are available for Plan and Project data and Employees.
Task Group Summary
Similar to the Task Summary report, but with a focus on a Project's Task Groupings rather than its Tasks.
Task Summary
Displays the Tasks present in a chosen Project Template, along with a count of Projects launched from that Template. Additional counts note the number of each Task that were completed across all Projects. Good for a high-level look at Task completion statistics. Filters are available for Plan and Project data.
Tasks Completed by Employee
For a selection of Tasks, creates a grid for every Employee that completed any of those Tasks. Each grid displays the number of each Task that the Employee completed monthly, with a final grid compiling the total number of Tasks completed monthly. This can be used to compare Employee performance or identify monthly trends in Task completion. Filters are available for Plan data, Project Type, and Task completion dates.
Template Report
Displays details for a single Project Template, including Task and Task Item settings, Employee Role and Worktray assignments, Time Codes, and general Project settings. Provides an easy-to-read means of reviewing a Project Template.
Worktray Tasks
Similar to the Dashboard Tasks report, but specific to Worktrays instead of Employee Dashboards.

 

 


 

To-Dos

 

Tier Availability: Team, Business

 

Reports in this category relate to PensionPro's To-Do functionality.

 

To-Do List

Displays a complete list of To-Dos. Report Type can return results in either an unsorted table or grouped by Employee. Filters are available for Employee, creation and completion dates, Priority, Status, and List Type.

 

 


 

Web Status Reports

 

Tier Availability: Business

 

This category contains reports on activities performed by Contacts on PlanSponsorLink. Most of these reports relate to Web Data Collection.

 

Client Data Collection Summary

Generates an all-in-one record of data entered during each step Data Collection for Annual Administration for a single Plan and Plan Year End. Employee census data is summarized.

Contact Terms of Service

Provides a list of Contacts who have accepted the Terms of Service on PlanSponsorLink, as well as the date that the terms were accepted on. Contacts who have accepted the Terms of Service on multiple occasions will be included multiple times.

Data Collection Call List

Returns a list of Plan Contacts assigned to a chosen Role—along with their phone number(s)—for Plans that currently have Annual Administration with Web Collection launched, and for which the Web Data Collection has not yet been completed. This is a quick way to generate contact details for individuals that need to be reached out to. Filters are available for Project Template, Period End, and Project Manager.

Data Collection Status Summary

Generates a chart and a bar graph to visually summarize the completion percentage of each Data Collection step in Annual Administration for a given Period End. Varying Week End dates may be used to retrieve a snapshot of this summary from any point in time. May also be filtered by one or more Project Managers.

General Web Collection Summary

Similar to the Client Data Collection Summary report, but pertaining to General Web Collection Projects instead of Annual Administration.

 

 


 

Management Reports

 

Security Rights Required: Management Reports

 

Reports in the following categories are intended for managers, system administrators, and other leaders at the firm; they generally relate to metrics or PensionPro maintenance.

 


 

Charts and Graphs

 

Reports in this category are intended to act as visual aids for certain metrics.

 

Plan Count Running Totals

Generates a bar graph showing the total count of Plans over time based on the dates they were added to PensionPro.

 

 


 

Data Export

 

This category houses reports that are used for bulk data export rather than detailed data gathering. They do not provide any filters or options and are intended for importing PensionPro data into another system or backing up data locally.

 

Client Address Data Export

Data is pulled from the Client tab > Addresses view.

Client Data Export

Data is pulled from the Client tab > General view.

Client Number Data Export

Data is pulled from the Client tab > Numbers view.

Contact Address Data Export

Data is pulled from the Contact tab > Addresses view.

Contact Data Export

Data is pulled from the Contact tab > General and Relationship views.

Contact Number Data Export

Data is pulled from the Contact tab > Numbers view.

Contact Plan Role Data Export

Data is pulled from the Plan tab > Contact Roles view.

Employee Data Export

Data is pulled from the Contact tab > General and Numbers views and the Employee tab > Account view.

Employee Plan Role Data Export

Data is pulled from the Plan tab > Employee Roles view.

Employer Data Export

Data is pulled from the Client tab > Employer Data view.

Fee Schedule Data Export

Data is pulled from entries found in the Plan tab > Fee Schedules view.

Investment Provider Data Export

Data is pulled from the Plan tab > Investment Provider view.

Notes Data Export

Data is pulled from the Notes views of all Client, Plan, Contact, Project, Task, Prospect, Opportunity, and Proposal records.

Plan Census Data Export

Data is pulled from the Employees step of Annual Data Collection for each Plan Year.

Plan Data Export

Data is pulled from the Plan tab > General view.

 

 


 

Maintenance Reports

 

Reports in this category provide information PensionPro settings and high-level overviews of data.

 

Data Conversion Summary

Provides a count of various records grouped by the criteria specified below. Each of these groups can be expanded to return a full list of included entries. Useful for an at-a-glance overview of PensionPro records, especially when making large-scale changes.

  • Clients, Plans, Projects, and Distributions are grouped by Status
  • Employees are grouped into Active or Inactive
  • Contacts are grouped by Contact Method
  • Employee Plan Roles are grouped by name
  • Investment Providers are grouped by name
  • Notes are grouped by Note Category
List Values

Displays all values added under each List Type for reference purposes.

Plan Termination to Deactivation Report

Returns Plans for which Status has been set to Terminated but which have not been Deactivated for All Activity. If the Plan has any open Projects, these will be displayed on individual lines. This helps identify Plans and Projects that still need to be fully closed.

Security Rights

Lists all Security Rights, along with the Employees that have been granted each Right. Useful for reviewing which users have which capabilities.

Time Codes

Lists all Time Codes, Descriptions, and Billing Codes for review.

Worktray Listing

Displays all Worktrays, the Employees assigned to each Worktray, and the Worktray Role of each Employee. Good for reviewing Worktray teams.

 

 


 

Metrics

 

This category includes reports intended to provide insights for making business-related decisions.

 

Business Influencers

Lists Contacts ranked in order of number of Plan Contact Roles, and includes total Plan investments, Proposals, and Proposal assets, as well as the last Interaction date. Used for identifying individuals who bring business to the firm and keeping in communication with them.

  • Requires the SalesPitch add-on. This report is the same as the SalesPitch Influencers report, but made available for users without the Access SalesPitch Security Right.
Monthly Plan Count Invoice Report

For a given period end date, shows the list of Plans that are considered active for billing purposes.

  • Specifically, this report references the date the Plan record was created, as well as the date the Plan was deactivated for all activity (if applicable).
  • This report cannot show Plans that have been deleted. This may result in slight discrepancies between the report and actual billing counts.
Plan Count/Status

For each Plan Type during a given period of time, shows changes in the number of in-service Plans by:

  1. Counting the number of active Plans at the start of the period (based on Added On and Terminated On dates)
  2. Subtracting the number of Plans that are terminating or have services terminating (based on Plan Statuses set in the report header)
  3. Adding the number of Plans with an Added On date during the period
  4. Subtracting the number of Plans with a Terminated On date during the period
  5. Displaying the new Total counts
Plan Counts by Plan Type

Shows a count of all Plans for each Plan Type, with additional counts broken up into month based on the Plan Year End.

Plan Cycle Details by Employee Role

For each Employee assigned to a given Employee Plan Role, returns a count of their Plans, as well as the combined assets and participants of those Plans. The Plan Count for each Employee is then further broken down by Plan Type.

  • PensionPro does not track changes to Plan Roles over time; counts are determined based on the Employee Plan Role assignments at the time the report is created.

 

 


 

Time Reports

 

Reports in this category focus on organizing Time Slips entered by Employees using PensionPro's Time Tracking feature.

 

Employee Time Export by Date Range

Provides a simple export of all Time Slips for a given set of dates. This includes Employee data, hours, Time and Billing Codes, and Plan and Client data.

Time Analysis By Period

For a given Plan, calculates the total hours attributed to each Time Code over every year. Useful for identifying the activities that Employees spend the most time on in service to the Plan and for analyzing trends.

Time Entry Chart

For a given set of dates, displays two charts: the total hours worked by each Employee on each day, and the total hours attributed to each Time Code on each day. Good for a quick look at recent Employee activity.

Time Review By Date Range

For a given set of dates, returns details of every Time Slip, grouped by Employee. Also calculates billing amounts and Employee costs based on the rates established on the Employee's profile.

  • Unless Show Non Billable Costs is set to True, the billing amount calculations will only be performed for Time Slips where Billable is set to Yes.
  • The final page of this report includes a visual summary of Time Code and Employee time data.
Time Review By Plan

Similar to the Time Review By Date Range report, but with Time Slips grouped by Plan rather than Employee. Does not include Time Slips not linked to a Plan.

Time Review By Project

Similar to the Time Review by Plan report, but with Time Slips grouped secondarily by Project. Subtotals for billing amounts are included for both Projects and Plans. Does not include Time Slips not linked to a Project.

 

 


 

SalesPitch Reports

 

Add-On Availability: SalesPitch

Security Rights Required: Access SalesPitch

 

The following reports are intended to help track and optimize your sales workflow:

 

Business Contact Profile

For a chosen Contact, shows the Proposals and Plans they are linked to and aggregates data such as assets, participant count, and average plan age. Period Start and End filters restrict Proposals based on their Creation Date.

  • Category must be set on the Contact tab before a Contact can be viewed on this report.
Influencers

Lists Contacts ranked in order of number of Plan Contact Roles, and includes total Plan investments, Proposals, and Proposal assets, as well as the last Interaction date. Used for identifying individuals who bring business to the firm and keeping in communication with them.

Map Export Data

Creates an export of Company and Contact data, including address, phone number, and email. Can be limited to Clients, Contacts, Prospects, and/or Proposals. Filters are available for Status, Address and Number Type, and Contact Role.

Opportunity List

Provides a simple list of Opportunities with their associated Company name and Start, Effective On, and Closed dates. Filters are available for Location, Sales Referral Source, and open/closed state.

Proposal Status

Generates a list of Proposals with assignee and referral information, Investment Provider, and projected revenues. Elapsed Days are given based on the Closed Date, or the current date for open Proposals. Proposals are then grouped by Status and relevant data is aggregated. Filters are available for Location, assignee, and referral details.

Proposal Status Graph

Creates a bar graph to display the number of Proposals closed each month, separated by Status. Intended to visually compare win/loss rates over an annual cycle. Filters are available for Location, assignee, and the Closed On date of the Proposal.

Proposal Status Scoreboard

Returns a list of Proposals in a manner similar to the Proposal Status Dashboard. Filters are available for Status, assignee, Plan Type, and Investment Provider.

Proposal Won/Lost Reason

For a given set of dates, returns any Proposals closed during that time and the reason each was won or lost. Useful for identifying opportunities for improvement to stay competitive.

Prospect List

Provides a simple list of Prospects with basic information. Filters are available for Location, Status, and assignee.

Revenue Pipeline Report

Displays a list of Proposals along with total projected recurring and non-recurring revenues for each to estimate future earnings. Filters are available for Location, Status, assignee, and open/closed state.