Client Profile Report Details Dialog Box

This section allows you to pull in Client details from the Client Profile, and include them in your custom reports.

To add Client Profile Details, do the following:

1. From the Reports page in the Investment Planning wizard, select Edit Report.

2. Under the Available Report Sections column, click New. A new dialog box opens.

3. From the New Report Section Dialog Box, click Client Profile.

4. Select the sections you would like to include in your report. These sections will appear within the Available Report Sections column. The new section will appear as User-Defined.

5. To add them to the Selected Report Sections column, highlight the User-Defined field, and click Add.

6. Click OK. You are returned to the New Reports Setting dialog.