After you have completed reviewing the plan assumptions and results, you can generate a copy of the report to deliver to your client. In order to do this you will first need to click on the "Generate Full Report" button at the bottom of the left side navigation bar.
The site will then ask you what type of report you would like to generate:
After marking which report you would like to create, click on the "Generate Report Now" button and the calculation engine will begin to create the report.
The next screen that appears will actually be creating the report, and when it is finished you will be given several options to choose from for how to print/save the document. Choose the best feature for your computer, and follow the instructions on the screen.
For option 3, simply verify that the email addresses in the system are correct and then click on the "Send Email" button and the site will take of sending the report for you. (if you need to update either your email, or your client’s email address, those can be updated from the Manage My Client screen.)