The Report Theme 6

• VIDEO: How to customise the font and styling of your reports using a Report Theme
• 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 relate to the content generated in my reports?

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The GUI Theme 5

• VIDEO: How to customise the look and feel of the web pages via the GUI Theme
• What is the GUI Theme?
• How do I change the look of my Graphical User Interface (GUI)?
• Why has the look of my web pages changed since I last logged in?
• Why is GUI Theme greyed out on my dashboard?

The Advice Options & Reasons Library 9

• 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 add an Advice Reason to an Advice Option?
• How do I hide an Advice Option or Advice Reason?

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The Report Content Manager 14

• 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 Snippet Editor?

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Attitude to Risk Profiles 5

• VIDEO: How to select and customise the attitude to risk profile descriptions used in your reports
• How do I customise the attitude to risk profiles used in my reports?
• How do I customise the capacity for loss wording used in my reports?
• How do I add an image to my attitude to risk profiles?
• How to move the attitude to risk and capacity for loss text from the Recommended Investment Strategy to the Introduction section in your suitability reports

General 3

• What is the best way to paste text into the Genovo HTML Editor?
• How do I add an image into my report using the Genovo HTML Editor?
• How do I create a table using the Genovo HTML Editor?