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?

Related articles:

  1. Select the Client name. Notice the client chart modal will appear.

  1. Click and proceed to the Smart Trees Tab on the client chart modal.

  1. 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.

  1. To create a custom report, click the dropdown menu on the Generate Report button and choose Select Trees.

  1. This option will allow a user to select specific Smart Trees to include and generate in the PDF.

  1. Next download the selected smart trees report, click the Download button located below the modal.