Questions answered in this article:
How can I download all of my clients' smart trees or goals in a PDF?
Can I just download a PDF containing specific smart trees of a client?
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Select the Client name. Notice the client chart modal will appear.
Click and proceed to the Smart Trees Tab on the client chart modal.
To download a PDF of a client's smart trees, click the Generate Report button.
Note: This will create a PDF to print ALL smart trees of a client.
To create a custom report, click the dropdown menu on the Generate Report button and choose Select Trees.
This option will allow a user to select specific Smart Trees to include and generate in the PDF.
Next download the selected smart trees report, click the Download button located below the modal.
