The screen for More Reports is a gateway to dozens of reports that the software has available.
You can specify whether you want to view and print reports primarily of interest to attorneys, or those that are primarily of interest to financial planners.
You can specify multiple reports to print in a group by checking multiple checkboxes, then clicking the PDF button.
In addition, there are several important options that can be set on the More Reports screen itself.
These include:
Start year
The Start Year is the first year shown on all reports.
By default, the Start Year is the current year.
However, you can start in a later year or an earlier year.
If you change the Start Year, the software will automatically change the tax calculations to be appropriate for whatever start year you select.
The software has accurate taxes going back to the year 2000.
Please note that if you change the start year, that changes the year for tax purposes, but it does not change it for child support purposes.
If the child support guideline law has changed, go to the screen where you enter child support information, and select the time period for the guideline law that you want to have apply.
Number of years to project
If you are doing cash flow projections, the software lets you specify exactly how many years you want to project into the future.
You may pick any number from one through 50 years.
Party to include
You may specify that you want only one party’s numbers to be shown. This election will apply to all reports in the software.
So if you want to show cash flow projections only for one party, specify the party to include here.
That will then apply to the cash flow projections, net worth projections, and to all other reports in the software.
File Label
This is useful if you are creating multiple files for the case, showing different scenarios.
The software does have various capabilities for scenarios, including the What If Analysis, Property Division Scenarios, Support What If, and more.
But if you are varying more than just the things on those screens, you may wish to create a different file for each scenario.
You do that by clicking Files & Settings >Save As (for the desktop) or, for Cloud, opening File Manager, clicking the 3-dots button on the line where the file is listed, and selecting “Make a copy.”
The File Label function allows you to give a label to the file that will then print with every report.
This will enable you to compare reports from two files side by side, and, because of the file label, know which report comes from which file.
Print Options
There is a link on this “More Reports” screen for report options.
The options include:
- Options relating to what information is in the page footer and page header.
- For full financial plan reports, options with respect to what pages are included (title, table of contents, etc).
- Options with respect to whether graph labels should show “calendar year” or “party’s age” along the bottom.
- For financial plan reports, an option to include your firm’s logo. (This is available only in the desktop version of the software.)
- An option with respect to the text that is displayed when you select “unknown,” “to be determined,” etc.
Footnotes
You can view all footnotes in one place on this report.
Modify Report Labels
This option relates to the multi-report packet that you would print if you selected multiple checkboxes, then clicked the PDF button.
It allows you to put notes on the title page and set other options.