Printing

Title on Reports

Select the title for the Quick Gap and Gap Analysis reports.

Order for "Client Data & Calculation Overview" Report

The "Client Data & Calculation Overview" report can start with the client data and then show the calculations, or visa verse.

"Client Data & Calculation Overview" report vertical layout

Determines the vertical spacing for the respective report.

Include "Retirement Solutions - One Chart" Report

The "Retirement Solutions - One Chart" report (which prints only the active retirement solution show in the "Retirement Solutions" calculation page) is not visible by default.

Retirement Years Chart Report

Show Income and Balance Charts on One Page

This will display both illustrations on a single page.

Show Income and Balance Charts on Separate Pages

This will display both illustrations on different page.