Creating a Report

IMPORTANT: Please make sure you are using Google Chrome (Snap is optimized only for Google Chrome at this time). You can download Google Chrome for free by clicking this link.

In this article:

  1. Open the Report View (Create Report)
  2. Enter Cover Page Details
  3. Update Report Settings (including Header Text and adding Custom Pages)
  4. Choose Sections to Include or Exclude
  5. Customize each Section
  6. Preview the Report
  7. Create a PDF of the Report
  8. Download the PDF of the Report
  9. Print the Report
1

Open the Report View (Create Report)

Select Client Report -> Report Editor.

2

Enter Cover Page Details

Add your own details to the Cover Page such as your name and logo to personalize your report

So that you don't have to make these edits each time you create a report, you can save this cover page as your default page. Click the Defaults button at the bottom of the Cover Page and select the first option. All of the new scenarios that you create will display the same Cover Page details.

If you would like to replace the current page with your saved default Cover Page, click the second option.  This is useful if you are editing a report for a scenario that was created before you set your defaults.

If you would like to reset the page to the original Snap Projections default, then click the third option.


3

Update Report Settings (including Header Text and adding Custom Pages)

Select Client Report -> Report Settings.  Here you can adjust Print Settings, Header Settings, add Custom Pages, and remember your selections as Default Settings.

Header Custom Text can be used to indicate the name of the scenario.  This is helpful when you have multiple reports to show the client. Each report can display the scenario name in the header by using this field.

Multiple Custom Pages can be added to each report. Click Add Custom Page and enter a Page Title for your additional pages. Customize these pages in the Create Report view.

To save these settings for all new scenarios, click the checkbox to Remember the current settings (except custom pages) and apply them to all future scenarios.

Select Save or Cancel to return to the Report Editor view.


4

Choose Sections to Include or Exclude

Choose which sections to include or exclude in the report by selecting the pages from the left navigation pane.  Your selections are automatically saved.  When you view the report in preview mode, those sections which you exclude will not be displayed. Custom Pages are included after the Assumptions section.


5

Customize each Section

Customize each section of the report that you wish to include.  To move between sections you have a few options. You can click the Next and Previous buttons at the bottom of the page or use the navigation pane to the left and click on the name of the section you wish to move to.  All edits will be saved automatically once you move the cursor off of the text box that you have edited.  The Saved button at the bottom will indicate when changes have been saved. 

On the charts, you are able to click the titles in the legend to turn on and off the display of those items.  

Default Settings

In addition to the Cover Page, you can save and restore default settings for the following sections: Note to Reader, Goals and Objectives, Assumptions, Education, Insurance Policies, and Recommendations. Select the Defaults button at the bottom of the page to save the current page settings as your default for that page only.  New scenarios will use this default automatically and previous scenarios can have this text uploaded to them by selecting Update current page to saved settings


6

Preview the Report

Preview the final report by selecting Client Report -> Report Preview

In the report preview, you can only view the report.  If you need to make changes, select the Report Editor.  Select Report Settings if you wish to try a different orientation of the paper, or update the font size and see which looks better.  Then preview the report again.

While previewing the report, the best practice is to keep your browser zoom setting at 100%.  This will ensure that what you see on the screen is what will be generated in the PDF that you generate. Click on the 3 dots at the top right of the Google Chrome window to open the browser settings.


7

Create a PDF of the Report

From the Client Report page, you can create a PDF of the report and then print it if desired.  Click Generate PDF at the top right. You can bypass the Report Preview option and generate the PDF report directly. 


8

Download the PDF of the Report

Once the PDF has been generated, the Generate PDF button will change to Download PDF. Click this button to open the report and save it to your computer.  (If you make changes to the projections, or to the saved settings of the report, the button will change back to Generate PDF). If you want to make any changes after generating the PDF, you can delete the PDF and regenerate a new PDF with the most recent changes. 


9

Print the Report

Open the PDF and print if desired. If you are using Adobe Acrobat Reader for viewing the PDF, select File -> Print or click the printer icon. 

To save the report to a specific folder in your computer, click the Save As... menu choice.

An alternative printing option exists from the Report Preview page.  Click Cntrl + p to open a Print Report window and then click on the Print Report button.

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