How to Add a Disclaimer to the Value Builder Score Report (Temporary Workaround)

While the Product team works on adding a dedicated disclaimer section to the Value Builder Score Report, you can use the “Next Steps” field as a temporary workaround to include compliance-related disclaimers or disclosures at the end of the report.

Steps

1. Navigate to Settings › Personalize Value Builder Score Report

2. Under Choose a Call to Action, select an existing or preferred option.

3. In the Next Steps text box:

   • Replace the default content with your disclaimer text.

4. Click Save to apply the change.

The disclaimer will now appear as the final (last) page of the Value Builder Score Report when generated.

Important Notes

• This is a temporary workaround until a permanent disclaimer field is available in report personalization.

• The PREScore Report currently does not support this workaround.