Add a custom title and commentary to reports

Imagine having the flexibility of a slide deck, with headers and subheads, to deliver your narrative to clients EXACTLY as you envision. Below are some examples of what you can do:

How to set up narrative messaging

You can set this up in one of two places...

1. In the Report Center, use the "narrative" column to customize it for a specific client. This column will show "personalized" for any clients that have a narrative message set up.

2. You can also do the same thing when you create a custom report for a single client.

Clicking the "standard" or "personalized" link will open a window where you can add a title and description. Titles are limited to 60 characters, and the description is limited to 300 characters.

Remember to click "save changes" at the bottom when you're done:

You can customize this for the following report modules:

• Allocation Summary
• Allocation Detail
• Performance Summary
• Performance Detail
• Multi-Period Performance