See how to save a report as a PDF for client meetings or recordkeeping
In this tutorial, we are going to save a report as a PDF. In this particular case my prospect has provided me with their portfolio and I'd like to use it as a report with their values overlaid so they can see their impact. From your prospects page select the appropriate portfolio.
You'll be routed to the reports page. On here you'll be looking at the minimal impact report type.
Several metrics shown. From here, simply click on the download as PDFs.
Now, depending on the, computer you're using you may have to click a little bit lower to open the download. For this, it popped up for me right away using my iMac. I can save this report and then attach it to an email to the client. Hopefully this was helpful. Thanks.