The Advice Options & Reasons Library allows you to manage and customise the selectable options that show in the steps of the various wizard sections found within the Report Builder. It can be accessed via Customisation > Advice options & reasons.

When building a report, you can easily add an option to a step of a wizard section ‘on the fly’ from within the actual step. However, you will find additional functionality to further manage the selectable options of a particular step within the Advice Options & Reasons Library.

To view the options of a step, first select the 'Section' and any steps within that section containing selectable options will be displayed in the 'Step' drop down field to the side.

If a step has both Advice Options and Advice Reasons, you can view the Advice Reasons of an Advice Option by clicking view advice reasons.

You'll find further information on how to add a custom option to a step from within the Advice Options & Reasons Library here.

You'll find further information on how to hide a custom option and remove it from a step here.

This article explains how accounts admins of multi-user Company Plans can share a custom option.

This article explains how you can set up your account so that certain options in a step are already selected when you enter the step. 

You'll find further information about how to add an option to a category here.