Report Packages are designed to be scheduled and run automatically at intervals for the Accounts, Clients, or Households to which they are assigned. However, it is possible to manually run a Report Package for either an individual Account, Client, or Household or globally for everyone assigned to a particular Report Package.

Running a Report Package for a Single Account, Client, or Household

1. Using the search bar or the Manage Clients Dashboard, locate the Account, Client, or Household you wish to run a report for and select it.
2. Click Reports > Client PDF Report and select the report package to generate.
3. Select whether to post the report to the Client Portal and click OK to view the report.

Running a Report Package for all Assigned Accounts, Clients, or Households

1. Navigate to Grow Practice > Customization > Report Packages.
2. Locate the Report Package you want to run.
3. Click Run on the Report Package row.
4. Verify the details of the Report Package and click Run.