Distribute it

This describes how to distribute custom reports, custom inquiries, and financial statements that you or a consultant create.

It explains how to set security for reporting so it is easily available for those who need it and unavailable for others.

It also describes some best practices for training others in your firm on how to use the various reporting.

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Distribute it This describes how to distribute custom reports, custom inquiries, and financial statements that you or a consultant create. It explains how to set security for reporting so it is easily available for those who need it and unavailable for others. It also describes some best practices for training others in your firm on how to use the various reporting.