Overview
Reports can be viewed by both firm users and clients depending on the settings configured by the firm.
Where reports are stored
Firms can save a report inside any folder in the Documents tab of an engagement. By default, generated reports are stored in the Reports folder under the Documents tab, but firms can store reports in any folder.
Firm users can use the Reports tab to view the Report Templates and Reports folders side-by-side.
For client users with report access, the report can be accessed from the Documents tab.
View a report
Click on the generated report to view it directly in Fieldguide.
