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Client Reports

Learn how to create client reports from your projections.

  • Creating a Report
  • Personalizing Reports - Branding & Logo
  • Report Builder (page selection and order, custom pages, header settings, and print settings)
  • Snap Projections Toolkit (Questionnaires, Checklists, Sample Reports, etc.)
  • Make the most of Interactive Charts
  • Creating SnapShots (Report Summary Pages)
  • Customizing Summaries in your SnapShot
  • Quick Tips for Reports and SnapShots
  • Using Report Editor features to their full potential
  • Common Templates for Client Report and Snapshots

Categories

  • Start Here
  • Webinars
  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Working with Scenarios
  • Client Reports
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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