Skip to main content

How to choose and configure Report Wizard sections

Review, add, remove, reorder, or edit available Report Wizard pages without assuming a fixed section list.

Use the page controls visible in Report Wizard to shape the PDF. Available pages can depend on the report and scenario, so this article does not provide a universal section list.

Before you begin

The client must have at least one generated Financial Insights scenario that you can open or select for Report Wizard.

Configure the page list

  1. In Financial Insights, confirm Current Scenario.

  2. Select Print Report.

  3. Choose New Report, Basic Report, Full Report, or an available choice under My Templates.

  4. Review Pages In Report.

  5. Review Pages To Add To Report for other pages currently available.

  6. Add, remove, or reorder pages using the controls shown in the wizard.

  7. Where a page shows a pencil control, open it and use only the options displayed.

  8. If needed, choose a saved version under Snapshot to Compare. This is optional.

  9. Review the final page list before selecting Generate PDF Report.

Report Wizard showing Current Scenario, Snapshot to Compare, report choices, page lists, and Generate PDF Report

If an expected page or control is missing, contact Planworth Support with the scenario name and a screenshot of the page lists.

Did this answer your question?