Create Reports

Many clients love the feeling of warm paper in their hands and crafting high-quality reports can be time-consuming. RightCapital has you covered with easy-to-produce reports that are high quality and easy to print on demand.

How to Print a Report

To generate a report in RightCapital, open a client plan and navigate to the Gear Icon > Report tab:
  1. Select the elements of the report to include. (Clicking a bolded word will automatically select all the sub-sections; selecting an item that is unbolded will only include that one item in addition to anything else selected.)
  2. Scroll down and select Download selected pages. This will generate a .pdf which can be printed out using your standard .pdf software.
Pro Tip

With the high degree of customization available in RightCapital, only print what your client wants to see. Too much information can sometimes interfere with clear communication.

How to Adjust Cover Page & Disclosure

Changing your name and firm name

To change how your name and firm name are displayed on Reports, navigate to Advisor Portal > Gear Icon > Account. Enter your name, suffix, and professional certifications on the Profile tab.

You can also update the "Report cover display name" field to specify the name that is shown on the cover page of the PDF report. This allows advisors to use a different name on the report without changing their personal information above.

These names will be used for:
  • Email communications with your clients, including client portal invitations and task reminders.

  • PDF reports.

The title is not currently shown in either the report or email signature.

Customizing the disclosure section of reports

To add a custom disclosure to reports, navigate to Advisor Portal > Gear Icon > Account > Profile Tab. The report disclosure page will be listed at the bottom of the profile tab, above the RightCapital Leads URL. The report disclosure field will automatically expand to fit the additional text. Advisors with the team sharing feature will have the option to "Use a firm setting" or "Use my own".

Changing your logo, color theme, and cover page design

To access these customization settings, navigate to Advisor Portal > Gear Icon> Account > Customization
Customized Brand Logo Availability
Trial
Basic
Premium
Platinum

Install your logo(s)

Most advisors simply upload one logo in the Positive Logo field. This will display your logo across the RightCapital experience, including the report cover page. For more detail on when to use two logotypes, click here.
Logo sizing

The best ratio is 5:1 (width: height), and the best dimensions are 1920px by 384px.

  • A panoramic/rectangular logo (versus a square one) looks best and appears larger on Reports and the screen.

  • For best results, use a transparent .png file. If you don't have a transparent .png file, your logo designer may be able to provide one for you.

  • Ensure that your logo file is cropped to include only the logo, without a large margin above and below the logo. The system will automatically fit your logo file to the available space, so any blank space above or below the logo will cause the logo to show up skewed (or "squished").

To upload a logo, hover your cursor over the logo space and click the “cloud” icon. A dialogue box will appear, allowing you to upload the appropriate logo. To upload:

  • Drag and drop a file into the box displayed,

  • Click Pick files from your computer, or
  • Select an icon on the left to upload directly from Google Drive, Dropbox, Evernote, OneDrive, or Box.

Change the PDF cover page design colors

Elevate your client experience by changing the PDF report cover page design colors to match your firm’s colors. To access these customization settings, navigate to Advisor Portal > Gear Icon > Account > Customization. The customized color theme will automatically transfer into RightCapital software and the PDF report cover page design.
Color Selector
  • Click # to the left of the RGB code to select the preferred color from a color palette (works in modern browsers like Chrome, Safari, and Firefox).
  • Alternatively, enter a specific RGB color code into the box provided. To find the RGB color codes for a particular color you can reference this external site .

Removing design from PDF report cover page

To remove the cover page design from the PDF report, use the "Colors on PDF report cover page" dropdown menu to the right of the primary and secondary color selection. You can then choose "Do not use colors" which will remove the cover page design from the PDF report.

How to Customize Reports

When creating a report, you have the ability to re-order pages & planning modules to provide tailor-made presentations for each client. To customize the PDF output, open the client, click on the Gear Icon in the upper right of the plan, and select "Report". Within the report area, drag and drop the order of sections and the modules within each section to customize the PDF that will be downloaded to your computer.

You can drag and drop each section to re-order the report:

If you plan on including additional documents, from outside RightCapital, within the report, turn off the page numbers using the checkbox at the bottom of the page.

Cash Flows Customization

Within the Report tab, you will see the 'Cash Flows' hyperlink - click on the 'Cash Flows' option and review the control panel that allows you to select which pages of the cash flows 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 within the Cash Flows section of the Gear Icon > Report tab. This will allow you to individually choose one or more of your proposals for that client. All plans selected will have their specified cash flow pages included in the report.

Retirement Analysis Customization

Within the report tab, you will see the 'Analysis' hyperlink - click on the 'Analysis' option and review the control panel that allows you to select which pages of the analysis 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 a single plan within the PDF report.

Blueprint Customization

Within the report tab, you will see the underlined 'Blueprint' hyperlink - click on the 'Blueprint' option and review the control panel that allows you to select which pages of the Blueprint you would like included in your PDF report.

Risk Customization

Within the report tab, you will see the 'Risk' hyperlink - click on the 'Risk' option and review the control panel that allows you to select which pages of the Risk Analysis 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:

For additional information regarding report generation in RightCapital, please don't hesitate to contact the RightCapital Support Team.

Contact Us

For additional assistance within RightCapital please contact our Support team.

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