Download the report
In Financial Insights, confirm the intended Current Scenario.
Open Print Report and complete the visible Report Wizard choices.
Select Generate PDF Report.
When the completed PDF is available, use the download action shown by Planworth or your browser.
Open the downloaded file and review the scenario, client-facing wording, pages, and visible values before delivery.
Sharing boundary
Generate PDF Report creates a report file and saves it to your computer. It does not send the report to the client or notify anyone.
Use your organization's approved delivery process for the reviewed file. Share Client is a separate action that gives another advisor access to the client record; it does not deliver the PDF. Contact Planworth Support if the report cannot be generated or downloaded.