When creating a report, you have the ability to save a copy of that report directly to the Shared Folder of a client's Vault. Reports are able to be customized and generated within the Gear Icon > Report tab of each client plan:
Saving reports directly to a client's Vault is quick and easy. After making your report selections, scroll down to the bottom of the page and click the downward facing arrow to the right of the 'Download Selected Pages' button. This will reveal an additional option to 'Download and Save to Vault':
Choosing this option will still generate and download a PDF file to your computer, but a copy of the same file will also be uploaded automatically to the Shared Folder of the client's Vault. A folder named 'Reports' will be automatically generated and pinned at the top of the Shared Folder, within which the report will be saved:
If your client has been invited to access their RightCapital plan, they can log into their client portal to access the shared folder of their vault. This makes easy work of sharing reports with clients, directly within their RightCapital plan.
Saving reports directly to the Vault can also be utilized as a way to create backups of each report you create. The date each report was generated will be plainly visible both on the cover page of the report, as well as within the name of the file itself.
For more on Reports and Vault Storage...
To learn more about generating reports and utilizing vault storage in RightCapital, please feel free to reference the links below:
