RightCapital updates
RightCapital updates

PDF report controls





We've added two new features to give you more flexibility in generating PDF reports for your clients:

  1. You can now control the order of the sections that you include in the report. On the Report screen, you can click and hold the mouse on any category or section to move the order of the different sections around.

  2. Once you've generated a report for a client, you can save the section order and selections as a template to use with other clients! Simply click the 'Save new template' button to name the template, and you can select it when generating future reports. You can also edit or delete templates in the Advisor Portal / gear / Account / Report templates tab.