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Customisation
The Report Theme
4
What is the Report Theme?
How do I select another report theme?
How do I create and edit my own report theme?
How do the styles of a Report Theme relate to the content generated in a report?
The GUI Theme
2
What is the GUI Theme?
Why is GUI Theme greyed out on my dashboard?
The Advice Options & Reasons Library
8
Video: An overview of the Advice Options & Reasons Library
What is the Advice Options & Reasons Library?
How do I add a custom Advice Option or Advice Reason to a step?
How do I hide an Advice Option or Advice Reason?
Can I hide certain product types to reflect my advice service?
View all 8
The Report Content Manager
10
VIDEO: How to customise your report template using the Report Content Manager
What is the Report Content Manager?
What is a snippet?
How do I edit the content of my report template?
What is the best way to paste text into the Genovo HTML Editor?
View all 10
Attitude to Risk Profiles
3
How do I customise the attitude to risk profiles used in my reports?
How do I add an image to my attitude to risk profiles?
How do I customise the capacity for loss wording used in my reports?
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by Freshdesk