How to access a candidate's report in Manager.



If you are using the latest version of Morrisby, please click here to view the relevant support articles.


  • Log in to Morrisby Manager
  • Select the 'Candidates' tab
  • Find and select the relevant candidate in the list
  • Under the heading 'Reports' select 'Candidate' to download a PDF of their full report, or 'Adviser' for a brief report
  • Alternatively, to access the candidate's account, select the head and shoulders icon under the heading 'Access'



  • To access and download the reports for multiple candidates at once, find and select all relevant candidates
  • Click the red Generate Reports button at the bottom of the screen 
  • Select the report type you need and click Generate Reports


       
  • Reports are placed into a zip folder. To download this, click the 'Reports' button at the top right of the screen, followed by 'Download' on the next screen