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