Enter your search term here...
New support ticket
Check ticket status
01743 730 010
Building a Report
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?
View all 7
The Report Templates Library
VIDEO: An overview of the Report Template Library
What is the Report Template Library?
How do I create a report template?
How do I edit a report template?
How do I clone a report template?
View all 8
Creating a report
VIDEO: Creating the framework for a report
How do I create a report for an existing or new client?
What is the difference between the 3 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 / edit a report belonging to another user within my company?
View all 20
The Report Builder
VIDEO: The Report Builder
What is The Report Builder?
How do I change the order the sections come out in my report?
How do I remove a section from a report?
How do I remove the Table of Contents from a report?
View all 8
VIDEO: How to write a report: The Introduction 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
VIDEO: How to write a report: The Important Information section
View all 11
Specific step info
How are the monetary charges in the various Plan Charges steps calculated?
How is costs and charges disclosure dealt with in the new Review Report 2.0 and Continued Suitability Report?
How do I copy the charges from one plan to another within the Plan Charges step?
New Plan Charges Shortcut - Investment-related charges copied to Plan Charges step
How do I include a comparison of projected fund values in my pension switching reports?
View all 14
Help Desk Software