Sending Reports to Multiple Household Members

1. Go to Portfolio Audit>Household and edit the desired Household
2. Check for the main email address associated with the Household.
3. Go to Household Members and 'Add New'

-Ensure that the Household member that you are adding is the secondary member of the Household (For example, if Household 123 is comprised of Client A & Client B and Client A's email is the main address on file, add Client B's information) Do not re-enter the main client in this section.

4. Enter in client information in personal and then select address and add in their email address. Make sure to also select 'send statements to this address' and save.
5. Go into the designated report batch and click on actions. From there, select sync entities.
6. You should see additional rows populate in the report batch that are underneath the designated Household, which signifies the other members who should also be receiving the statement.
7. If they do not populate after entities are synced, you will have to regenerate the report batch.