From your Vestwell portal, navigate to the _'Reports'_ tab, here you can run different types of reports for your plans.

There are different sections from which you can run reports.

### Practice Level Reports
Run reports for your entire book at Vestwell

- **Plan Details**: Contains your listed plans, plan status, employer and employee year-to-date contribution total, total plan balance, participant rate, etc.
- **Employee Report**: This will provide a breakdown of all employee information, plan status, eligibility status, investment elections, etc.
- **Investment Program Overview**: Contains plan name, program name, investment type, if risk models are available, etc.

### Plan Level Reports
From the Plan Level Reports Section, run detailed reports by 'Plan Name.' Download individual plan reports containing:

- **Plan Details**: Find plan name, plan status, employee and employer year-to-date contribution, plan balance, etc.
- **Investment Model Overview**: View model name, model type, risk level, years to retire, etc.
- **Investment Model Details**: View investment type, strategy name, fund name and category, target allocation, etc.
- **Assets by Fund**: Contains funds names, funds symbols, total units, and total values.
- **Employee Details**: View plan name, plan status, employee information, registration status, current balance, Pre-Tax and Roth percentage, etc.
- **Employee Investment Performance**: Find employee information, eligibility status, investment elections, previous returns, etc.
- **Employee-Specific Reports**: This option allows you to run employee-specific reports

### Employee Specific Reports
To view employee-specific reports, scroll to the company name and select _'View'_ under the _'Employee-Specific Report'_ column.

The Employee Reports screen will display, from which you can use the search bar to find specific employees.

Reports that can be downloaded from the Employee Reports view are:

- Contribution Summary
- Holding Reports
- Transactions Reports

We hope you found this article helpful; if you need further assistance, please contact [clientsuccess@vestwell.com.](mailto:clientsuccess@vestwell.com)