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How to customise report title pages
1. Login to your advisor account
2. Select 'Configuration for all clients' on the left-hand side
3. Navigate to the "Cover page & Last page info" tab
4. In this page you will be able to customise the cover pages for your reports. You can either upload your own cover page or download our template via the download cover page button. We recommend downloading ours and customising it rather than building one from the ground up as you will be able to leverage our merge fields for additional details i.e. customer name, date title etc.