Access the Family Report Section

You can view the reports that are associated with a family on the Family Report page.

Steps

  1. Access the Family Management page.
  2. In the left pane, select Entity.

    The associated family list appears.

  3. Select the family to which you want to add a new report.

    The workspace for the selected family appears, displaying the available tabs. By default, the Information section appears.

  4. At the top of the workspace, select Family Reports.

    The Family Reports section appears. On the Family Reports section, you can associate a family with a report or delete family reports.

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