Generate a New Report
Select the client you wish to run a report for from the Clients tab and then click New Report.

Select the Report Purpose and click Next.
Tip: For more information on each purpose hover over the icon


Select the Approach to use for your client and click Next.
Note: View the chart at the bottom of this page for guidance on how to determine the approach to use for your clients.

Note: The next steps will vary slightly depending on the approach you select. Reference this guide to see which approach is best for you.

