Change the Page Order
When creating a report, you have the ability to re-order pages & planning modules to provide tailor-made planning for each client. Within the Gear Icon > Report area, you can drag-and-drop specific tabs or entire modules to customize the order of the PDF that will be generated:
Turn off Page Numbers
If you plan on including additional documents (from outside RightCapital) within your report, you can turn off the page numbers using the checkbox at the bottom of the page. This allows for more seamless integration of additional pages and outside documents:
Customize Specific Sections
Within the Gear Icon > Report tab, you will see certain sections that are underlined. These are areas that can be clicked into, allowing for further customization. These sections are the Cash Flows, the Retirement Analysis, the Blueprint, and the Risk Analysis.
Cash Flows
Click on the Cash Flows hyperlink to open a drawer on the right of your screen, allowing you to select which cash flow tables you would like included in your PDF report:
Retirement Analysis
Click on the Analysis hyperlink to open a drawer on the right of your screen, allowing you to select which Retirement Analysis pages you would like included in your PDF report:
In addition to the page selection, you have the ability to include or exclude "proposed plans" from the Retirement > Analysis > Probability tab by using the "Select plans" button. This allows you to select multiple plans to include, or focus on just a single plan within the PDF report.
Blueprint Customization
Click on the Blueprint hyperlink to open a drawer on the right of your screen, allowing you to select which Blueprint pages you would like included in your PDF report:
Risk Customization
Click on the Risk hyperlink to open a drawer on the right of your screen, allowing you to select which Risk Analysis pages you would like included in your PDF report:
In addition to the page selection, you have the ability to include completed questionnaires by using the "Include questionnaires" button.
Looking to Customize the Cover Page?
For additional details on customizing the report cover page specifically, click here.
