Report Types 7

• VIDEO: An overview of the different report types
• Overview of the different report types
• How do I write an (annual) review report for an existing client?
• How do I write a Continued Suitability Report for an existing client?
• How do I write a basic fund switch report?

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The Report Template Library 9

• VIDEO: An overview of the Report Template Library
• What is the Report Templates Library?
• How do I create a report template?
• How do I edit a report template?
• How do I clone a report template?

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Creating a report 21

• VIDEO: Adding clients and selecting the report creation method
• How do I create a report for an existing or new client?
• What is the difference between the three methods you can use to create a report?
• How do I write a report for joint private clients?
• How do I write a report for a client belonging to another user within my account?

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The Report Builder 10

• VIDEO: The Report Builder
• What is the Report Builder?
• How do I change the order the sections come out in a report?
• How do I remove a section from a report?
• How do I remove the Table of Contents from a report?

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Wizard sections 13

• VIDEO: How to write a report: The Introduction section
• VIDEO: How to write a report: The Client Risk Profile section
• VIDEO: How to write a report: A review section
• VIDEO: How to write a report: A recommendation section
• VIDEO: How to write a report: The Recommended Investment Strategy section

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Specific step info 12

• How are the monetary charges in the various Plan Charges steps calculated?
• An overview of the Current Plan Charges step
• An overview of the Revised Plan Charges step
• An overview of the Plan Charges step in the recommendation sections
• An overview of investment strategies

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