Having completed all of the wizard sections, you may want to further tailor the structure of your report to reflect the client's profile or your personal content preferences, and there may be sections that you do not wish to include in a particular report. For example, you may not want to include the Adviser / Client Declaration or the Appendix – Attitude to Risk Profiles sections in a report.

If so, simply uncheck the tick in the Include column to the left of the section name.

If you'd prefer that the section wasn't included and didn't show in the Report Builder of any reports created by you (or your users), this can be achieved by hiding the section via the Report Section Manager.

If the plan you are signed up doesn't provide access to the Report Section Manager and you haven't purchased it as a bolt-on to your subscription, you can still stop the content of a section coming out in your reports via the Report Content Manager. However, the section will continue to show in the Report Builder.