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  3. Reports - Printable reports and reporting options

Reports - Printable reports and reporting options

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  • How to generate a report
  • Required software for viewing reports
  • Financial Summary Report - About the report
  • Report Sets - How to select and save a reusable set of reports
  • Data Extract - How to export raw report data and images for other uses
  • Report Cover Page - How to update the name of the adviser, company name, and address on the cover page of reports (Global)
  • 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? (Global)
  • Subscription Owners and Managers - How to grant someone permission to generate reports on behalf of others (Global)
  • How to convert PDF reports to Word
  • PDF Reports - How to password protect PDF reports

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