Advisers can generate downloadable reports for individual clients from within their profile.
To generate a report:
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Go to the Clients tab and select a client.
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Click the three-dot menu in the top right.
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Select Generate Report.
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Choose a report template from the dropdown.
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Click Generate.
Your report will be automatically downloaded to your computer as a file (e.g. Excel or PDF, depending on the template).
Only advisers have access to this feature.