Forums Support Library RPA – Retirement Plan Analyzer View Reports and Graphs

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    • Kathleen Reynolds
      Post count: 428

      View Reports and Graphs

      There are five different types of reports to select from on the Report Selection Window. Select which type of report to choose by clicking the appropriate button on the left side of the window. The different types are:

      • Recommended Reports: These are analysis and comparison reports that we have found to be useful in most cases.
      • Presentation Reports: These are reports that combine graphs, text, and/or flowcharts to create simple presentations you can give your client.
      • Analysis Reports: These tabular reports (and some graphs) let you get a detailed look at the numbers for each alternative.
      • Comparison Reports: These tabular reports and graphs compare values between the different alternatives.
      • Custom Reports: Custom reports are reports that you created, using the Report Designer.
        Selecting a report in the Reports section displays a brief description of the Report at the bottom of the window. Click Select Report to view it.

      Remember that results can be displayed in Inflation Adjusted Values or Actual Dollars.

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