How to load and edit a saved Protect Client Advice Report

You can load a saved report and edit it in one of two way

Option 1:

• Navigate to Protect and click on Load Saved Report in the main menu
• Click on the green icon to edit the report details

Option 2:

• Navigate to Protect and click on Manage Client Groups
• Select the client 
• On the Reports tab you will find a list of saved reports that exist for that client