The Client & Report Library is accessed via the Libraries dashboard, and allows Writer and Reader users to manage the clients and reports belonging to themselves or other users within their Genovo account.


Clients


Genovo caters for private, corporate and trust clients. 


You can toggle between a list and a tile view of the clients in the library using the two view buttons near the top right corner of the page.



In 'list' view, you can filter and sort a user's clients by any of the column headings. Click the filter icon to search and the sort icon to sort the table on that column.



If ‘View all user’s clients / reports’ has been activated for your account in Manage Users, you will notice an additional ‘Owned by’ field above the ‘Client name’ search field which will allow you to view and edit clients and reports belonging to other users within your account.



To add a new client, simply click the appropriate ‘add client’ button  and a window will open where you’ll be prompted to add some details about the client. You will notice that the client information is arranged over a series of tabs.



It is important to note that you do not have to complete all the fields in all the tabs, and there may be good reasons why you do not want or need to. Only those fields that you do complete will be included in the 'Client Circumstances' table that is automatically inserted in a report.


Once the client has been added to the Client Library, they can be used by you or other users within your account (assuming ‘View all user’s clients / reports’ has been activated for their account) whenever they need to write a report to that client, thereby saving the need to rekey this information each time.


Users who integrate their Genovo account with their back-office software, will also notice an Add from CRM button at the top of the ‘Add client’ window that will allow them to automatically populate a lot of the client fields with just a couple of clicks.


Reports


Within Genovo, users can interact with a report on two different levels:


The Report Builder is designed to allow Writer users to quickly create the framework of the report with 98%+ of the required content already included as an initial draft. Having done so, Writer and Reader users can then make any final tweaks to the content of this draft report in the Report Editor.


There is only ever one version of the Report Builder report (the ‘parent’), but it is possible to create multiple ‘child’ versions of the report using the Report Editor – this can be particularly useful if you wish to implement a process of version control.


Reports are automatically saved against the client(s) and can be accessed at any time by clicking the Report Library icon to the right of the client's name.



Much like the Client Library, you can filter and sort a client's reports by any of the column headings within the Report Library. The functionality available within a client's Report Library differs slightly for Writer or Reader users. 


Report library window


Reader users can only edit the name, reference or currency of the ‘parent’ report. 



Writer users can also: 



Report window


Clicking the report name will open a new window. Here, Writer users can access the Report Builder as well as any Report Editor versions of the report. 



Reader users can only access the Report Editor versions of the report.


Both Writer and Reader users will also find a variety of functionality associated with the Report Editor versions of the report available to them in the Report Library, including the ability to:


•    Edit the report in the Report Editor (click on the Version number)

•    Edit the Report Status.

•    Apply and view an 'Adviser Report Rating'.

•    Send an email notification to another user.

•    Upload the report to their CRM.

•    Clone and create another version of the Report Editor report.

•    Download the Report Editor report.

•    Delete the Report Editor report.


Version control


It is also possible to use the Report Editor functionality to implement a comprehensive system of version control / history for your report writing process. Every time a report is created from within the Report Builder, or a Report Editor report is cloned, this will create a new version of a Report Editor report, with the most recent version showing at the top of the list in the Report Library.