Client Profile User Defined Fields Dialog Box

This section allows you to pull in User-Defined fields created on the Settings page, under the Home tab.

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. A new dialog box opens.

4. From the Client Profile Report Details, click User-Defined Fields.

5. Select the sections you would like to include in your report. These sections will appear within the Available Report Sections column.

6. Click OK. You are returned to the Edit Client Profile Report Details dialog.