Report Name for couples with different last names

I am creating a profile for a married couple with two different last names (NOT a hyphenated name!) I put the husband in profile 1 and wife in profile 2. I want the joint name to appear in under Name in the Fund Associations tab, but to get the combined name into the Report Name box (in Profile 1 tab) I need to pull it manually, but it should pull in from the Joint/Alternate name box on the Salutations tab.  Seems this should be automatic.

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  • Nov 2 2018
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