Client report (PDF)

The client report turns a strategy into a printable PDF: a cover page with the plan at a glance, the assumptions, a page for each income source, the year-by-year projection, the budget and the stress test. Use it for meetings, or to keep a record of a plan.

Create a report

Select the client and strategy. Turn on household mode first if the report should cover the couple. See Household mode.
Click the report button — the first of the three buttons at the right of the settings bar.
Choose the sections to include, and whether each income source gets a chart.
Click Generate.

Client Report Options. Your choices are remembered for next time.

The report opens in Preview. Use File ▸ Save or File ▸ Export as PDF to keep it, or File ▸ Share to send it.

What the report contains

Section	Contents
Cover	Client, strategy, province, retirement and planning ages; Plan at a glance — starting savings, peak net worth, net worth at the planning age and budget coverage; the net worth trajectory and the retirement phases.
Profile & Assumptions	Personal details, account balances, inflation and return assumptions, benefit start ages and phases. In household mode, the spouse too.
Income sources	A page with a table, and a chart if chosen, for CPP, OAS, GIS, pensions, RRSP/RRIF, business, investments and debt — whichever the plan uses.
Income Projections	Every year’s income by source, tax, income after tax and net worth.
Budget & Coverage	Spending by category, the budget items, and each year’s income after tax against the budget. Chosen as Budget Summary; included when the strategy has a budget.
Real Estate & Net Worth	The properties and net worth in five-year steps. Chosen as Real Estate; included when the strategy has properties.
Strategy comparison	The comparison on the Compare tab: the scorecard, after-tax income by year and the settings that differ. Offered once the Compare tab has been opened for the client. See Comparing strategies.
Stress Test	The latest stress test results, if one has been run.

The cover page of Graham Fraser’s report.

Profile & Assumptions.

Every page after the cover has a page number and a short disclaimer.

Run the stress test again before creating a report, so its page matches the current strategy.