Use the Print window to select the reports, graphs, and/or presentations to print. To build a report,
simply drag items from the Available Reports list (at the top) to the Print
Reports list (at the bottom).
Notice the tabs underneath the Available Reports list? Use these to switch between
the different types of reports. The first of these tabs is the most interesting. Report Groups allow you
to group reports together so that in future cases you can grab sets of reports quickly and easily.
Many of our customers will create report groups for things like “Roth IRA Analysis” or “Stretch
IRA Illustration”. That lets them quickly print a report without having to decide again what reports should
be included in that type of analysis.
You can also add the name of the planner, name the case, and indicate the date the plan was prepared
on this screen.