You can access the Run Packaged Reports (Projections) dialog box to specify which package of projection reports you want to generate. You can also specify the report period for which to generate the projection report package as well as the destination file.

Getting to This Dialog Box

1. From the client's historical statement, click the Projections link at the top of the screen, which brings up the Select Projection dialog box.

2. In the Select Projection dialog box, double-click the projection you want to edit.

3. Click the Packaged Reports link at the top of the screen, which brings up the Run Packaged Reports dialog box.

4. Complete the fields within the dialog box (see section below).

5. Click to modify your report and print options.

6. Click to generate your packaged report.

Field Details

The following table provides information regarding the fields in the Run Packaged Reports (Projections) dialog box.

Field Name	Required Field?	Description
Packaged Reports	No	Lists the reports available for viewing and printing.
Periods Available	No	List the periods available for viewing and printing the selected reports. This field displays only if the One Time option is selected in the Periods Selected drop-down list.
Periods Selected	No	Indicates the period for which you want to generate the selected reports. Valid values are provided in a drop-down list box.
Destination	No	Indicates the file to which you want to output the report. From the file, you can save and/or print the report. Valid values are provided in a drop-down list.