How do I Download my Advisee’s Report

Financial Analysis Report / FAR / Advisee

Once you’ve completed your client’s report, you may want to download a report to send to your client for save keep.

Here is where to download the report

  1.   Select the advisee in the Advisee Page
    Advisee Page with List of advisees
  2.  Go to Reporting
    Click Reporting
  3.  Wait for a few second as the system prepares the report, the Download Report button will appear. Click on the Download Report button to download the report
    Download Report