Open Advisor Settings from the account menu.
Select Report Wizard Settings.
Under Report Appearance, review the font, print orientation, and cover settings.
Review the available Page Templates and report templates.
Select Save.
Report Wizard reads these saved settings each time you open it. Notes, chart choices, page selections, and other report content remain with the scenario and report you are preparing.
After changing Report Wizard Settings, reopen Report Wizard to pick up the change. Reports already generated are not updated.
Before generating, confirm the scenario, template, page list, and report settings. If Report Wizard does not show the saved advisor settings, contact Planworth Support with the settings and a screenshot.