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The Retirement Analysis Kit Help File

The Batch Print feature allows for printing of a Group of client files in The Retirement Analysis Kit.

Groups in TRAK

In TRAK, Groups are sets of client files which can be processed together as a group (in the Batch Processing tool), and/or can also be filtered as a set in the Database tool. These Groups may be created when client files are imported or in the Group Editor (found in the Setup tab). Clients may also be removed from groups (without being deleted) using the Group Editor.

Currently this only works with the Quick Gap Calculator. When printing,  the Batch Print will print the default reports for the selected calculator.