How do I setup standard text for reports?

CCD comes complete with a number of shortfall calculators, which produce reports, and also a Personal Financial Review. It is possible to customise the text printed on some of these reports either on a report by report basis whilst producing them, or on a default company basis.  

To amend the text, which appears as a default, from the manager screen click on Setup on the left, followed by the Standard text sub option.


Now choose either the Quick reports (Calculators) or Financial review  (Personal Financial Review) tab as required. Select the text you wish to amend by clicking on the title in the middle of your screen. Now alter the text as you wish.

Please note that once you have altered the text, this will only apply to any reports created from this point forward. i.e. it will not alter any reports already produced.