Junxure Desktop

            Goals Tab Reports

            The Goals Tab produces several reports to track open and achieved Goals as well as the progress made toward Goal achievement. To see and print reports for Goals, follow the steps below.

            • Open a contact record.
            • Click on the Financial Planning Tab and then click on the Goals Tab.

            • Choose the appropriate report by clicking on the Print drop down menu located at the upper right-hand corner.

            Here are some examples of what these reports may look like:

            Client Goals Report

            Client Goals Progress Report

            Client Goals with Objectives

            Updated: 31 Aug 2018 01:57 AM
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