Moloney is an example of a FH that uses Graystone and they have to have a User Report created. Every time someone needs this report, we have to 1) remember who else might be using it, 2) find the person who created the original report, and 3) double-check settings with them because we can't see everything. If we could have screenshots/step on creating this report so it would eliminate those first few steps, that would be SUUUUPER helpful!
Kaylan Johnson
