The Reports Landing Page allows you to instantly capture and share a customizable snapshot of your client's financial data. The report is created as a pdf document so it is easy to give digitally or in a paper format. You can use the simple checkbox format to select the pages you need, and the generated PDF will automatically reflect the scenario currently displayed on the Structured Income Planning page. All pages are optional. The report will reflect whichever scenario is currently displayed on the Structured Income Planning Page. Below is a hypothetical example of generating a report.
To learn more about reports see articles:
Step 1: View All Cases: Click the green View All Cases button under the Your Case List heading.
Step 2: Case: Click the Client account you would like to open.
Step 3: Structured Income Planning: Click the Structured Income Planning link under the Client's name.
Step 4: Structured Income Planning Page: Take note of the scenario that is being displayed on the Structured Income Planning Page.
Step 5: Reports: Click the Reports link under the Client's name.
Step 6: Select Pages to Include: Click the checkboxes for the pages you would like to include in the report.
Step 7: Generate Report: Click the green Generate Report button under the Reports heading.
Step 8: Download: Locate and open the PDF that was created. (or: Double-click the created PDF.)
If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.
