Monthly Coverage Recap

Do you include some or all of your secured coverage in monthly client reports?

There's an easy way to do this in the Mule.  

We create a new report each month (for instance titled the "March Monthly Report" and then copy over any articles from our daily reports into the single monthly report.  

How do you do that?

See that blue pencil icon in your report?  That opens up a new interface that lets you choose any of the articles in your report and delete them, copy them to another report, or change their category.  When we know that we have a monthly report that we need to deliver we simply copy each article that we want from our daily reports over to the monthly.   Takes an extra minute each day, and at the end of the month, there's nothing more to be done!