When generating a household's Balance Sheet, you have the option to personalize the people and/or entities that are included in the PDF version of your report. This allows you to present only the information that is relevant to your client/prospect at your meeting.
To view and generate a household's Balance Sheet, follow these steps:
1. Click Reports from the Household progress bar at the top of the page.
2. Click Balance Sheet to open the report in presentation mode.
3. Click Change Members to bring down the list of people/entities you wish to reveal on the report. Select those you wish to include by clicking their names.
4. Click PDF to download an electronic version of the report.