View/Edit Planning Report Dialog Box

To edit an Investment Policy Statement or Investment Recommendation Report, do the following:

1. The default sections of the report appear in the Select Report Sections box.

2. To edit the description of any section, in the Select Report Sections box, click on a section name and click Edit. The Edit Report Section dialog opens.

To create a custom report, do the following:

1. To add sections to the report, in the Available Report Sections box, click on a section name and click Add.

2. To remove a section, click on the section name and click Remove.

3. To edit the description of any section, in the Select Report Sections box, click on a section name and click Edit. The Edit Report Section dialog opens.

4. To change the order of the sections, highlight the section name and click the up and down arrows to the right

5. To move a section to the top or bottom of the list, click the double up or down arrows.