Capitect provides advisors the ability to create individual or bundled reports for clients. This is a guide on viewing those reports from Reports -> Client Reports -> Bundled Reports.
By default, the most recent reports will be shown but the view can be filtered by the report date using the drop down menu in the 'Filter by Report Date' section.
To view a specific client report, click on a report under the 'Name' column.
Lastly, the report view indicates under 'Published?' and 'Last Emailed' columns if the report has been published and when the clients were last email notified.
Note: All column headers in the reports table are sortable to help locate specific reports.