If that’s the way you like it, that’s the way you get it! Keep in mind you have the ability to customize the report title that displays on your report cover page. You don’t need to stick with the default report title if does not fit your analysis or you have something better in mind. Feel free to come up with engaging and descriptive titles and use on your reports.
Here are some report title ideas:
– Comprehensive Retirement Illustration
– Financial Outlook
– Financial Independence Analysis
– Financial Blueprint
– Personal Financial Summary
– Retirement Lifestyle Plan
– Retirement Roadmap
– Wealth Projection
Only covering one or two planning topics? Change the report title to reflect the topics covered, helping give the report a more customized & personalized feel to the client.
For example:
– Cash Flow & Tax Analysis
– Disability, LTC & Life Insurance Planning
– Education Funding & Insurance Needs
– Estate Planning: CST & ILIT
To make changes to your report title follow the steps below.
Silver Financial Planner:
- From the Options menu, select Advisor Information.
- Enter your report title on the ‘Cover page caption’.
- Additionally, you can modify ‘Report header text’, which displays along the top of each report page.
- Silver’s title is limited to 30 charaters
Silver Online:
- From the Settings tab, select Cover Page
- Enter your report title on the ‘Cover page caption’.
- Additionally, you can modify ‘Report header text’, which displays along the top of each report page.
- Silver’s title is limited to 30 charaters
Easy Money & Golden Years (TOTAL Planning Suite):
- Within the data entry for your client, go to the Assumptions section and the Scenario Information tab.
- Enter your report title on the ‘Easy Money Title’ and/or the ‘Golden Years Title’ field.
- Easy Money & Golden Years titles are limited to 43 charaters
Additionally, you may change the default cover page title, rather than changing the title with in each scenario.
- To setup your default title, go to the Tools menu and select Settings/Defaults.
- Move to the Cover Page Logo/Title Section.
- Enter your report title on the ‘Easy Money Title’ and/or the ‘Golden Years Title’ field.
