Advisor Reporting in Maxwell

Manage Reports Overview
The Manage Reports tool lets you: Assign which reports you’d like to make available for use by the administrators of your groups. Generate repor...
Fri, 4 Dec, 2015 at 4:34 PM
Make Reports Available to Employers
There are two ways to make reports available to employers and their administrators in Maxwell Health. In this article, you'll learn how to: ...
Mon, 23 Nov, 2015 at 10:44 PM
Generate a Report
The Generate Reports tool allows you to pull information on one of your employers, as well as pull aggregate data on several or all of your employers. In th...
Mon, 23 Nov, 2015 at 11:22 PM
Descriptions of System Reports
Our System Reports are standard reports available to all Advisors. Please see a list of all System Reports below, with descriptions for each. For more genera...
Mon, 22 Feb, 2016 at 3:21 PM