Quick Tip 

Do you send a copy of the report to the client and the agent? When you check to see who has read your report, it is tough to tell whether it was the client or agent who read it, if there is only one IP address. Here’s a little trick to make your life easier.

Send Version 1 of the report to your client.

Click Generate to create Version 2 of the report.

Put the agent’s name in The Salutation box.

Send Version 2 to the agent.

Your log at the bottom of the Report Publishing screen will show you whether Version 1 or Version 2 has been read. The client will read Version 1 and the agent will read Version 2.

That’s it!