Click Customize Reports

There are 2 ways to customize reports:

Enter Custom Text

For example, add a disclaimer.

Looks like there is already custom text here.

Do you want to edit it?

Click Edit

Enter Custom Text

Click Save

Select which of the 4 general reports will include the custom text.

You're done customizing the Cover Page!

Let's check out recommendations next.

Click Recommendations

PLEASE NOTE
​Recommendations only appear in the Executive and Management Summary Reports.

Recommendations are organized by phase

Click on a specific phase to customize its recommendations.

Note
​What recommendations are you going to use?