PDF Custom Section

Use the Custom section to add additional custom content for your clients, such as a personal letter, relevant article, envelope insert pages, or cover page. You can add custom text, graphics, horizontal lines, and other Advisor View information directly in a custom section.

PDF Custom Section: Add, Edit, and Delete Custom Text

Learn how to use custom text in your PDF reports.

PDF Custom Section: Add, Edit, and Delete Custom Graphics

Learn how to use custom graphics in your PDF reports.

PDF Dashboard Report

The PDF Dashboard report section allows you to present a custom configuration of two, three, or four data sets on a single page. This report is available for your PDF templates only.

Manage Panels on the PDF Dashboard

Learn the basic mechanics of managing PDF Dashboard panels, including how to edit panel content, resize panels, and more.

Table of Contents

This section adds a table of contents based on the sections you've added to report. The title given to this section will be displayed at the top of the page.

Create an Envelope Insert Page in a PDF Report

Learn how to add an envelope insert page to PDF reports you're going to mail to clients.

Add a Letter or Article as a Custom Section

Learn how to include a newsletter or market commentary to PDF reports using the PDF Custom Section.