Printing the SBDT-QE Report

To print the report, click on home then the printer icon.  There are several choices.  You can choose to print all the questions that have been answered by clicking all the boxes (including or excluding the summary notes) and then click on print all topics.  Or, you can choose to print only specific answers and/or only specific topics.

New with the 4th edition is the ability to export the report to Word.  This provides the flexibility to add your logo, modify the report in any way, etc.   The process begins the same as printing the report by choosing the answers and topics to be printed.  Click on the Export to Word button.  A pop up box will appear to designate where the report will be saved.

Go through the report (at least on your copy, if not both) and mark those issues you want to be sure to discuss with the client.  I have found that a red star sticker works well or any other notation or flag that will be easy to spot on the right margin as you flip through the report during the meeting.  The other advantage to having a copy for yourself during the meeting is it provides a place to make additional notes as you discuss each issue.

Summary: Go through and complete the analysis of the data file as the first step in the project, then speak with the client to develop the list of priorities and to dos for each of you, then begin making changes.  This keeps the projects distinct so you can charge a fixed amount for the report, and then start the clock running to do the consulting or bookkeeping work that needs to be done.

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