-
Changing its order in the report by holding down the arrows with your left mouse button and moving it up or down the list.
-
Include or exclude it from your current report by ticking or unticking the checkbox on the right.
-
Permanently remove it from your report template by clicking on the bin Icon.
You may add your own marketing materials or other relevant documents within your CMA report choose which document to include each time you generate a report.
To do this, scroll down to the bottom of the 'Report Sections' panel on the left side of the 'Customise Report' page. Drag and drop a PDF here or click 'Browse' to add a document from your computer.
Image 1: Custom section to upload a document.
Give your document a descriptive name. Once you have added a document, it will appear at the bottom of the list.
Image 2: Locating the custom document.
You may now use your custom document by: