R-Desktop : Adding and Maintaining Client Information (CIF) : Sending Financial Reports
Sending Financial Reports
This feature is used to indicate which reports are to be sent to the investor.
To set up financial reports 
1. Follow the procedure Searching for a Client.
2. Select Financial Reports from the More... drop-down list. The Financial Reports Details screen appears.
3. Select any of the check boxes to indicate the report is to be sent to the investor.
4. Click OK to save.