Report Title, Prepared By and Advisor/Team will all appear on the printed Client Report.
Plan Date: This is the date that the client file was started. This date can be altered as needed to +/- 1 year from the current date.
Delivered Date: Enter the date that the Client Report will be delivered.
Click 
to run the client analysis and navigate to the Charts Screen.
*It is not required that you click calculate before viewing the Charts Screen, by clicking on the 
button on the RazorPlan Toolbar, the same function will be performed.
Need more help with this?
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