X-Ray report settings
See how to configure X-Ray report settings
- Select the profile icon at the top right of the screen, then select settings.

- Select sales x-ray.

- Select the categories you wish to view when doing an X-Ray report.

- Choose wether or not to show the risk management rating in the final report. You can also choose which scale to use.

- Select the add button to add in any comments that are applicable to each area under radiographic findings.

- Select the contacts you wish to cc' in to reports when they are sent. You can also add new contacts by selecting add.

- You can edit the disclaimer which will be shown on the report by entering text in the box provided.

- Once you are happy select save.
