You can use this section to provide a consolidated view of all plan charges related content in one dedicated section in your report.


When this section is added into the Report Builder from the 'Available sections' drop down, all of the plan charges related text and tables are removed from the individual review and recommendation sections and consolidated within this one section. The section can be positioned anywhere with the Report Builder using the drag and drop reorder drag handles.


For example, when recommending replacement business, you may choose to include the Consolidated Plan Charges section just before the Appendix - Plan Comparison section in the appendix of the report. This will reduce the length of the main body of the report and help to focus the reader on the reasons for your recommendations, whilst consolidating all charges information in one dedicated section in the appendix of your report.