1. How do I know who's report is who's as once PDF'd there's no names on them?

You will need the "Client Details". Once the change has been done it will only reflect new clients you create moving forward so this means that the report wont show on clients you already created. We suggest to create a new client for you to check and see if you can see the Client Details on the new report. If you need the "Client Details" template added to your instrument, please raise a ticket using this form and a member of our support team will do it for you.