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Run a change report - Agency



Step 1: “Change Report” should already be selected under “Report Type”

 

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Step 2: Set date range using the calendar module in the “From” and “To” sections.

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Step 3: Select the client book you wish to pull the change information from.

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Step 4: Input email address of who should receive the downloadable report. Only affiliated individuals who are tied to that client will be able to receive the report.

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Step 5: Click “Generate & Send”.

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