PROGRAM OPTIONS: Use the buttons at the top of the screen to access the
following:
· Print or Email. Use this to select and Print or Email multiple reports
· Run EasyCMA. Use this to access the EasyCMA program. All CMAs created
will appear under the EasyCMA Tab in the Reports List on the left.
· Manage Clients. Use this to Add/Change/Delete clients as well as to select
the client whose reports you wish to access. Keep in mind that you can have
different reports saved for different clients.
· Set Personal Settings. Use this to customize the program by uploading your
personal Logo and Photo. You can also add a photo to appear on the Cover
Page. If you do not specify one your Personal Photo will appear.
· New Custom Report.
· Access this Help File & Tutorial
· Exit Reports
