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Lifestyle goals report

Question asked by Peter Lee on Jan 25, 2019

I would like to generate a report from lifestyle that would be suitable to give to a client. Ideally it would consist of inputs and the main "Key Results" chart. It would need disclaimers and assumptions also. I assume that it has be built as there appears nothing native in the system. Is this correct? Does one already exist that I could modify? Thank you.

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