CMA: Side-by-Side Report

CMA: Side-by-Side Report

After filling out the CMA worksheet, you can modify its appearance in the Customize Report tab via the Edit pencil next to the Section Name of your choosing. One of your options is the Side by Side Report, similar to a "3-up" report. Click the Preview icon to see its formatting. 

You can easily change key property along with your personal information that is used throughout the CMA by clicking the Edit Global CMA Data link at the top. 





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