Creating Reports

Reports transform your advice into professional Word documents ready for client delivery. Each report includes your firm's branding and organizes recommendations into a polished, printable format.

Creating a Report

1. Open the household and navigate to the Advice page
2. Review the generated advice cards
3. Click Add to Report on each advice item you want to include
4. Selected items appear in the Create Report panel on the right
5. Drag items to reorder them if needed
6. Enter a title for the report (defaults to today's date)
7. Click Create Report
8. The Word document downloads automatically to your computer

What's Included

Each generated report contains:

• Cover page with your firm's logo and report title
• Table of contents for easy navigation
• Advice sections organized by category
• Firm branding using your firm's colors throughout
• Disclaimer section at the end

Firm Branding

Reports automatically incorporate your firm's visual identity. The cover page displays your firm logo, and accent colors match your firm's brand settings. These settings are configured in your firm's profile.

Accessing Past Reports

Previously created reports are saved in the household's Content page. You can download them again at any time by clicking the download button on the report card.