After you have completed your report, you may generate a preview before sending it to your prospective client.
Tap on Generate PDF to view a PDF of your report. If you're happy with the report, tap on Share to view your sharing options. If you wish to edit your report, tap Close and then tap Back to edit the report as required.
Image 1: Previewing your report.
Sharing a report
Tap on Share to view your sharing options. Tap on the sharing option you wish to use and follow the prompts.
Image 2: Report sharing options.
Tracking a shared report
If you share a trackable link, you will be notified when the recipient views the link. By default, all report notifications will appear on your notifications screen.
To customise the report notifications you're receiving, tap on Notifications then tap on the Filters icon.
Next, tap on Notification Source and select CMA Report.
Image 3: Notification options.