Generate Report

The Report Generation window allows you to produce a Final or Draft version of the finished Client Report.

There are two types of documents that can be included in the Client Report; Report and Appendices.

• Report – This area is comprised of 13 client documents centred around the main analysis (Chart Screen).
• Appendices – This area includes all available Application reports that can be added to the Client Report.
• Report Description – This field allows you to enter a short report description that will show on the Archived Reports screen.

*Only Applications that have been ‘Linked’ can be added to the Client Report.

Draft Reports

Create a Draft version of the Client Report by clicking the button in the bottom right corner. Draft reports will be produced as a PDF document with a “Draft” water mark on all pages.

*Draft reports are only available when generated and will not be added to list of Archived Reports.

Final Reports

Create a Final version of the Client Report by clicking the button in the bottom left corner. Final reports will be produced as a PDF document and will be added to the list of Archived Reports.

!Once a Final Report has been created, the client data will be locked and set to “Read Only”. Once locked, no further modifications will be allowed. Additional Final Reports can be created and will be added to the list of Archived Reports. Create a Copy of the locked file to create an unlocked version.