How Can We Help?
You can add standard text to appear before your report summary. This is useful for disclaimers, to let your client know that this is only a summary and not the whole report, or to comply with the SOP in a few States. This is done in your report templates.
To add summary text, click on “Templates” in the left-side menu. Click on the template you want to add the summary text to, and then click on the three-dot menu (ellipsis) in the upper right corner if you are using a desktop computer. Then click on settings, and this is where you will add your text. please see the images below to help you.
STEP 1
STEP 2
