Yes. There are two ways to send reports to your client’s financial caretakers. 1) Go to the dashboard and click on the PDF icon next to the report that you want to email. After the PDF file is loaded (in your browser or in Acrobat Reader), download the PDF file to your local computer. Then you can email the PDF file to the financial caretakers (or anyone else) as an attachment like you would any other file. 2) Click on the “email” icon next to the report that you want to email. Enter the email addresses of the people you want to email in the data entry field. Separate each email address with a comma.