Creating a Report

Select Client Report. The Report Editor will be selected by default.

You can choose to display the report in French or English using the button at the top right of the Report Editor page.

By default, for your first Client Report, all report sections and pages will be included. To remove pages or reorder pages, go to the Report Builder.

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2a. Select sections and pages to include and their order

Under Client Report -> Report Builder -> Included Pages there are 2 sections; the Gallery which displays all possible report components and the Included Pages which shows only those you have selected.

Under Report Builder you can:

• drag and drop items from the Gallery to Included Pages to include them in your report
• drag and drop items out of the Included Pages section to exclude them from the report
• select multiple pages by holding down Shift and drag and drop more than 1 item at a time
• select an item from Included Pages and press Delete to remove it from the report
• view all possible report pages under the Gallery (items that are crossed out are already under Included Pages)
• reorder pages under Included Pages by dragging them to a new position in the list

Make sure to save your updates using the Save button.

Default Settings

You can also save your selections for new scenarios or import saved or original settings using the Defaults button at the bottom of the page.

2b. Add Custom Pages, update Header Settings and Print Settings

Select Report Builder -> Custom Pages to create a new page in your report if desired.

Multiple Custom Pages can be added to each Client Report. Click Add Custom Page and enter a Page Title for your additional pages. Custom Pages are included after the Assumptions section by default but you can change the page order as detailed above under Included Pages.

You can input custom text for your report header and choose whether to include page numbers and other details under Header Settings. Print Settings allows you to adjust page size, orientation and margins. You can also remember your selections as Default Settings. Please see this article for more details: Report Builder.

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3a. Customize the Cover page

Add details to the Cover Page such as your name and logo to personalize your report. 

3b. Customize each section

Customize each section of the report that you wish to include.  To move between sections you have a few options. You can click the Next and Previous buttons at the bottom of the page or use the navigation pane to the left and click on the name of the section you wish to move to.  All edits will be saved automatically once you move the cursor off of the text box that you have edited.  The Saved button at the bottom will indicate when changes have been saved. 

In the Report Preview, for each chart, there is interactivity built in. You're able to hover your mouse over the bars in any given year to see a pop-up window of additional information about that year. Also, if you hover your mouse over an item name in the legend, this item will be highlighted in the chart. Clicking item names in the legend will remove them from the chart, or add them back in if they were already removed.

Default Settings

You can save and restore default settings for the pages with the Defaults button. Select this button at the bottom of the page to save the current page settings as your default for that page only.  New scenarios will use this default automatically and previous scenarios can have this text uploaded to them by selecting Update current page to saved settings. You can also choose to revert the page to its original settings.

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Preview the final report by selecting Client Report -> Report Preview. 

In the report preview, you can only view the report.  If you need to make changes, select the Report Editor.  Select Report Builder if you wish to try a different orientation of the paper, or update the font size and see which looks better.  Then preview the report again.

While previewing the report, the best practice is to keep your browser zoom setting at 100%.  This will ensure that what you see on the screen is what will be generated in the PDF that you generate. Click the 3 dots at the top right of the Google Chrome window to open the browser settings.

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From the Client Report page, you can create a PDF of the report and then print it if desired.  Click Generate PDF at the top right. You can bypass the Report Preview option and generate the PDF report directly. 

Once the PDF has been generated, the Generate PDF button will change to Download PDF. Click this button to open the report and save it to your computer.  (If you make changes to the projections, or to the saved settings of the report, the button will change back to Generate PDF). If you want to make any changes after generating the PDF, you can delete the PDF and regenerate a new PDF with the most recent changes. 

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Open the PDF and print it if desired. If you are using Adobe Acrobat Reader for viewing the PDF, select File -> Print or click the printer icon. 

An alternative printing option exists from the Report Preview page.  Click Cntrl + p to open a Print Report window and then click the Print Report button.

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