- How to run reports - CA
- Adviser Notes in Reports - CA
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- Action Items Report - CA
- Specify a timeframe for detailed reports - CA
- How to generate a report - Canada
- Required software for viewing reports - CA
- Financial Summary Report - About the report - Canada
- Report Sets - How to select and save a reusable set of reports - CA
- Data Extract - How to export raw report data and images for other uses - Canada
- Report Cover Page - How to update the name of the adviser, company name, and address on the cover page of reports (Canada)
- FAQ - I often generate reports for colleagues. How do I change the name of the adviser and other details on the cover page of reports? (Canada)
- Subscription Owners and Managers - How to grant someone permission to generate reports on behalf of others (Canada)
- How to convert PDF reports to Word - CA
- PDF Reports - How to password protect PDF reports