Reports
      Back to home
      1. Optimize Help Center
      2. Reporting
      3. Reports

      The All Plans Report

      Learn how to view The All Plans Report

      What is the Report?

      • A list of all systematic plans which are currently activate on all clients accounts. 

       

      To view The All Plans Report:

      Step 1. On the CRM, navigate to the left tool bar 

       

      Sequence 01_3

       

      Step 2. Select CRM

       

      Sequence 08

       

      Step 3. Select Show More

       

       

      Step 4. Select Systematic Plans

       

       

      Step 5. Click on Add View

       

      Step 6. Type in "All Plans" in the search bar

       

      How to use the Report?

      • Please take the opportunity to thoroughly review all of the outstanding systematic plans assigned to each of the clients. Determine if all of the information for the systematic plan is still applicable for each client or if a plan should be modified or stopped.
      1. If a plan is no longer applicable for the client, please submit a Stop Plan request.
      2. If any of the information should be amended, please submit a plan modification request.

      Tip: If you want more information on how to submit a ticket on stopping a plan or modifying a plan please read the "Modify Plans-Submitting" article 

       

      Why use this Report?

      • Ensure that all of the systematic plans for each of the clients are running for their desired amounts and that no adjustments should be made to any of the plans.