How to Add a Custom Logo or Custom Disclosure to Reports

Follow the steps below to add a custom logo or a custom disclosure to your Income Lab reports.   Click Settings at the top of the screen     Then select  Customization Settings  Here, you can add a Firm Logo, upload disclosure documents, and customize disclosure language.  ...

Report Center

Watch the tutorial video below to learn how to set up templates and create reports.   Video: Report Center Tutorial Video Transcript welcome this video will walk you through 0:03 how to create a report here in incom 0:05 laab from the households homepage 0:07 dashboard here at the top you'll see the 0:10 reports 0:11 tab here you'll see the Creator ...