To get to this page: Select Report from the left menu (if Report Share is not enabled) or Report Templates (if Report Share is enabled). Then go to New > Consultant Template  (or click edit for the consultant template you want to change).

New/Edit Consultant Report Template

Consultant template settings determine what information is included in your consultant report, and how that information is displayed. (Note: The consultant templates and reports are available for Consultant subscriptions only.)

For descriptions of available options, see the following:

Report Title

Layout

Customer Info

Consultant Info

Summary

Filter