Release Update - May, 28, 2020

NEW

QRM Workforce Reports

• This new feature allows QRM users to generate on demand Workforce Reports for organizations within specific/custom date ranges. The report visually highlights data such as Overall Financial Wellness Score, user acquisition and usability, areas of stress, advisor meeting trends, and more. Note: The Workforce Report feature does not support organizations with custom assessments.

QRM users can access the Workforce Report feature by navigating to Reports > Workforce within a desired organization.

After navigating to the Workforce Reports tab, QRM users select a date range, focus area topics, and whether or not they would like to include the Meeting Summary Breakdown. Note: You will be unable to generate a report with Meeting Summary Breakdown included if the organization does not have Meeting Notes logged in the specified timeframe.

Once generated, the report will open in a new window and can be saved to the QRM users desktop for printing or virtual sharing. A copy is also saved to the organization’s Files area, where you’ll be able to easily access all historic Workforce Reports:

We recommend sharing this with plans/companies to demonstrate usage and value. Trust us, they’ll love it!