Status Reports

Direct Answer: What are Status Reports in OnePlan?Status Reports in OnePlan is a feature that lets plan owners capture and submit a standardized report on a plan's status, financials, and progress, then route it through a...

Direct Answer: How Status Report Submission Works in OnePlanStatus report submission in OnePlan is a structured process: you access your status report — generated automatically on schedule, or created manually ahead of ti...

Direct Answer: Accessing Your Status ReportsTo access your status reports in OnePlan, use one of five entry points: Home Page Insights, the Home Page Plans panel, My Portfolio, the Status Reports area in the main navigati...

Direct Answer: Creating and Updating a Status ReportTo create a status report in OnePlan for the first time, select Here in the message that appears when you don't yet have a report for the current period — this option on...

Direct Answer: Submitting a Status ReportTo submit a status report in OnePlan, update the report as needed, select Submit, then confirm the submission in the pop-up. The report is sent to your Approver for review. Submit ...

Direct Answer: Recalling a Status ReportTo recall a status report in OnePlan, select Recall on the submitted report before your approver approves it. This returns the report to an editable state so you can make changes an...

Direct Answer: Setting a Plan-Level Status Report ScheduleTo set a plan-level status report schedule in OnePlan, open the status report for the plan, select the vertical ellipsis (⋮) menu, then select Schedule Configurati...

Direct Answer: Approving or Rejecting a Status ReportTo approve or reject a status report in OnePlan, open the report from your notification, email, or Home Page Insights, review its information, then select Approve if ev...

Direct Answer: Exporting a Status ReportTo export a status report in OnePlan, select Export on an approved report, then select your desired format — Word document, PDF, or email — from the drop-down. The report downloads ...