Reports are how you hand a plan to a client. FIREproof produces a white-labeled one-page summary and a full multi-page plan, branded with your firm's identity.

Set up your branding (once)

1. Open the Sidebar and choose Branding & reports.
2. Set your firm name, logo, brand color, a contact block, and a compliance disclosure.
3. Save. These drive the header, accent color, and footer of every report you generate.

Generating a report

1. Open a client and go to the Proof view.
2. Click Generate report (above the results).
3. Choose a template:
   • One-page summary, answering "will you make it?": the success-rate gauge, a plain-language verdict, typical ending balance, average annual spending and taxes, and the portfolio-trajectory chart.
   • Full plan: the readiness gauge with typical/upside/downside ending balances, average annual spending and taxes, a by-year projection table, and key considerations drawn from the plan diagnostics.
4. Then Preview (opens the branded report in a preview window you can close), Download PDF, or Email to client (sends the PDF as an attachment to the client's email on file).