Having completed all of the wizard sections, you may then wish to further tailor the structure of your report to reflect your personal content preferences. For example, you may not want to include the Adviser / Client Declaration or the Appendix – Attitude to Risk Profiles sections in a particular 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 in any reports created by you (or your users) click here to learn how to permanently hide a section.