How Do I Edit The "Consider the Following" Section Of The Value Builder Score Report?

To customize the "Consider the Following" items located at the end of each driver section of The Value Builder Score Report  you have two options: 

Customize for All Reports

You can customize the "Consider the Following" items which appear at the end of each Driver within the Value Builder Score Report under Settings > Personal Settings > Customize "Consider the Following" Items in the advisor portal. Changing items will reflect on all reports for all contacts. You can override for individual contacts by clicking "Customize Reports" on a Contact's profile page.

Customize for individual Contacts follow the steps below:

1. Click on the name of the contact you would like to customize the report for from the Contacts menu.
2. Under the Value Builder Score tab click on Customize Report.
3. Expand the Driver you would like to customize the "Consider the Following" items for.
4. You can reorder, edit, or delete any of the listed items. You can also add a new custom Action Item to the list to appear in the Drivers "Consider the Following" list. Note: Changing items will reflect on all reports for the contact.

These are intended to be thought-provoking questions that may generate further discussion with the business owner when reviewing the report.