You control both the subject line and which sections show up in the reports you send. There are two layers: a default that applies across your reports, and per-client tailoring you do right in the report preview.
The Sections
- Report Intro - personalized intro paragraph at the very top of the report body.
- Home Value - estimated property value hero card.
- Home Equity - equity figure with debt breakdown.
- Additional Properties - other properties the client owns (rentals, second homes).
- Potential Savings - refinance opportunity and monthly savings.
- Borrowing Power - max HELOC accessible.
- Mortgage Payments - paydown chart and payments-made summary.
Your Default: Edit Report
Click Edit Report at the top right of the Reports page. It opens a sample report exactly the way a client sees it - to and from, subject line, and the report body - with a panel on the right to toggle the sections on or off. These toggles set your org-wide default. For recurring reports they also set the ceiling: a section you turn off here can't be turned on for an individual client until you turn it back on here.
The same window has an editable subject line. Type whatever you want, and use the + Variable button to drop in placeholders like the property address or lender - they fill in per client when the report sends. This subject becomes the default for every report you send.
Report Intro is the first section in the panel. Turn it off to drop the paragraph entirely, or click the pencil next to it to open the full editor and write whatever you want your clients to read first (for example, a note that your calendar link is embedded, or a nudge to click Discuss Next Steps). It uses the same + Variable placeholders as the subject - first name, property address, report month - which fill in per client when the report sends. This becomes the default intro on every report.
Select any text in the intro to bring up bold, italic, and underline - use them to draw the eye to a number or a call to action. The formatting sticks to your variables too, so a bolded property address stays bold when it fills in for each client. Whatever you set is the only styling applied, so the intro reads exactly the way you format it.
Tailoring A Single Client's Report
Open a client's report preview - either Preview Report on the Reports page (or click their row), or the preview on their profile. The sidebar lets you turn sections on or off for that one client, and the preview updates live so you see exactly what they'll receive. The subject line is editable too, and the Report Intro section carries the same pencil - each starts from your default with that client's details already filled in, and any change you make applies to this client only. Your choices are saved on that client and apply to both their recurring and one-time reports.
The sidebar groups sections into three buckets:
- Available - sections you can include or hide for this client.
- Off in your content preferences (recurring only) - sections you've turned off org-wide. Turn them back on in Edit Report to use them here.
- Not available for this client - sections with no data to draw (no property value, no additional properties, no paydown data). These stay locked.
Forcing A Section On
By default we hide sections that would weaken the report - no real equity, no savings opportunity, no borrowing room. These show as off, but you can toggle them on anyway, and the preview adapts to include them. Use this when you want the section in there regardless.
Three sections work this way: Home Equity, Potential Savings, and Borrowing Power. The other three only appear when the client genuinely has the data for them.
One-Time Versus Recurring
- One-time send (from a client's profile) - you have full control. Force on whatever you want.
- Recurring report (from the Reports page) - same control, but bounded by your Edit Report defaults. Anything off there is locked until you turn it back on org-wide.
Resetting
Reset to recommended clears your tweaks for that client and goes back to what we'd suggest based on their data.
What To Do Next
- Send the report after configuring: Sending Equity And Consolidation Reports.
- Brand the report with your photo and logo: Customizing Reports With Your Profile And Branding.