In the Section Title box, highlight the existing title and enter a new title, if desired.
In the Description box, enter descriptive text for the section.
Click the Include Variables drop-down and select Client Name, Advisor Name, Probability of Success or Current Portfolio Value. Morningstar Office will fill in these values when the report is generated.
Check the Exclude this section from the report checkbox if you do not want a section to appear on the report.
Check the Save changes as default for this section to make your changes available the next time you generate a report.
Click OK. You are returned to the View/Edit Planning Report dialog.