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:
If you plan on including additional documents (from outside of RightCapital) within your report, you can turn off the page numbers using the toggle at the bottom of the checklist. This allows for more seamless integration of additional pages and outside documents:
If you'd like to add additional pages within RightCapital, you can click the + New Page button near the bottom of the checklist. This will allow you to customize the title and subtext to suit your needs. This feature supports rich text like bold and italic font, as well as headers and bullet lists. Highlight a word or phrase to see rich text options:
After adding your new page, you can drag and drop it to choose where you want it to appear in the report. To make future edits to a custom page, click the chat bubble icon next to that page in the report checklist. There is no limit to the number of new pages that you can add.
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:
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.
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.
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:
To compare cash flows for multiple plans within a single PDF report, toggle on the "Select Plans" button near the bottom of this drawer. This will allow you to individually choose one or more of your proposals for that household. All plans selected will have their specified cash flow pages included in the report.
Click on the Tax Strategies hyperlink to open a drawer on the right of your screen, allowing you to select which Tax Strategies pages you would like included in your PDF report:
Click on the Tax Analyzer hyperlink to open a drawer on the right of your screen, allowing you to select which Tax Analyzer pages you would like included in your PDF report:
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:
Click on the Stock Plans hyperlink to open a drawer on the right of your screen, allowing you to select which Stock Plans pages you would like included in your PDF report:
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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