Report Customization

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. Click the headers below for more details on each of these sections:

Looking to Customize the Cover Page?
For additional details on customizing the report cover page specifically, click here.
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For additional assistance within RightCapital please contact our Support team.

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