Can I add my own pages to a report?

Step 2

Select PDF

Select the PDF that you would like to include in your reports from your computer files and click the Open button.

Manage Pages

• Click Add another custom page to add up to 5 single-page PDF documents that are no larger than 10MB.

• Choose Beginning or End from the Location drop-down menu to designate where your page will appear in your reports.

• Grab the vertical dots (next to the word User) to reorder your pages.

• Select the red circled X if you would like to delete a page.  Before deleting a page, keep in mind that you can later choose if you would like to include or omit the page from a report.

• Select the Save button when you are finished.

Step 3

Select Report

Enter an address or location in the search bar, then choose a report title from the Select a report section of the Report page.  Open the Report Elements by clicking the plus sign to the far right.

Run Report

Your custom pages will show at the top of the Report Element list. The checkmark indicates that the page will be included in this report.  To omit a custom page from your report, take the checkmark out of the box.  Your page will remain saved, but the page will be excluded from your current report.  If unchecked, you must recheck the box to include it in a future report.

Your Broker may also have uploaded pages that you will see here.

Choose a Delivery Method, then click the Run Report button.