How to add or remove analysts from a Monthly Report

This guide provides step-by-step instructions on how to add or remove analysts from a Monthly Report. It includes clear instructions on how to locate the desired reports, select or deselect analysts, and apply the changes. It also mentions the importance of considering the agency's configuration regarding analyst signatures. This guide is essential for anyone who needs to manage the analyst roster for Monthly Reports efficiently.

1. From the Monthly Report section, locate the Client using the filter in the top right corner, then click on the three dots button at the right of the desired monthly reports. On the popup, click on Add/Remove Analysts:

2. On the popup, select the analysts you wish to be included in the Monthly Report. Deselect any analyst you wish to exclude from the monthly:

3. Once you are satisfied with your selections, please click on Apply. Click on Cancel to discard changes.

Notice that selected analysts will need to sign the document, depending on your agency's configuration.