To access this report, select the button that appears on the client detail page for a particular client. See picture below:
This report will the ultimately encompass results from all of the processes that a client has completed in their Financial DNA journey. For now, this report provides details of the Natural and Learned Behavior.
- The scores listed in this report match the scores that the client received when they completed their assessment (on the Financial DNA Dashboard seen below).
- The Learned Behavior scores are the same as the scores available in the Learned Behavior report.