Contact the authorized approver at your organization to begin the sign-up process. If you are the authorized approver, or you’re unsure who that is, please contact your T. Rowe Price representative.
Client Information
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We’re improving how you manage your plans at T. Rowe Price!
Our new interface is easier to use, helping you get things done faster. Follow the steps to set up and log in to your new account in under two minutes.
Create a new report or make changes to an existing report with the steps in this article.
Updated 12 Jun 2024
Creating a new report
Navigate to the Create a Report page.
Find the report template you’re looking for by scrolling, searching or using the filters on the left side of the screen.
Select the report to open the editor.
Make your changes using the select boxes and by dragging and dropping different data into your desired order. Once a change is made the preview section will reload. The preview data section will load 100 records at a time for viewing.
Choose your export format as either an excel document or a PDF, then click “Download.”
Video: How to Search Templates by Keyword
Scheduling a new report
Click the title of the report to launch the report editor.
Once loaded, click the calendar icon. This will launch a new window.
Choose a name for your new report.
Choose how often you’d like to receive the report, and whether you’d like it to run immediately or at a later date.
Optionally, you can schedule a report for another ODR user by adding their name to the “Add Recipients” field.
Click “Schedule.”
A success message will automatically load and the window will close.
Video: How to Schedule a Report
Sharing a report
Note that a report does not need to be saved in order to be shared. Shared reports will live in your plan folder.
Click the title of the report to launch the report editor.
Click “Share” then enter a file name.
Choose the shared folder in the dropdown menu where you want the report to be saved.
Click “Share.” A success message will automatically load and the window will close.
Video: How to Share a Report
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