Getting Started
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      1. FinPro Digital Products
      2. Getting Started

      FAQ's

      This document provides quick answers to the most common questions about our Digital Products

      1. Pop-Up Blockers

      To ensure Scorecard and Scorecard Plus Dashboards and PowerPoints open properly:

      • Make sure your browser's pop-up blocker is disabled. Pop-ups are often used for login screens, form submissions and other key features.
      • You can disable pop-up blockers by going to your browser's Settings>Privacy/Security>Pop-ups (exact path may vary by browser).

      2. Will my FinPro MFA information automatically transfer to my new device?

      • If you get a new mobile device, your Multi-Factor Authenticator information will not automatically transfer over.
      • Please reach out to FinPro's Customer Service to have your MFA details reset. 

      3. What is the difference between Dashboards and PowerPoints?

      • Dashboards in Scorecard and Scorecard Plus are available for viewing only - they cannot be downloaded.
      • PowerPoints can be both viewed and downloaded, so you can save or share them as needed.

      4. How do I know when a PowerPoint report has finished loading?

      • Keep an eye on the reports you are running within the REPORTS icon - reports will update status as they process and complete. 

             

             

      5. What information do I need to run a model?

      • All necessary or required fields for each model can be found in the parentheses next to the drop downs on the left-hand side.
        • As an example, if you would like to run a Peer Analytics Dashboard:
          1. On the left-hand side, select and fill out: Periods, Institution, and Primary Peer
          2. On the right-hand side, choose the model you would like to run: Peer Analytics
          3. Once all fields are filled, click the blue "Generate Dashboards" button

      6. Why don't I see any checkboxes under Dashboard and PowerPoint?

      • If there are no checkboxes, it means you do not have the necessary permissions to run the models.
      • Reach out to your company's admin user to confirm your access and request the appropriate permissions.

      7. Can I export the excel Models and download?

      • The Scorecard models are unavailable for export or download. You may view and edit the models within your browser.

      8. Why should I use the Live Chatbot, Penny?

      • Penny is our helpful virtual assistant who pulls answers directly from our internal Knowledge Base.
      • If your question is covered in one of our Knowledge Articles, Penny will send you directly to the exact section.