Download NaviPlan User Manual: Forecaster Assessment

Transcript
NaviPlan User Manual: Forecaster Assessment
Organizing Templates
To organize templates, either in Alphabetical or Last Modified Date, follow the below instructions:
1. From the Select Report page, click the Sort Order dropdown.
Results - Client Reports - Select Report Section - Sort Order
2. Choose the preferred option of organization.
Note: You may adjust the order at any time.
Page 21 of 28