On entering the Report Builder, you'll notice information about the client and report, together with links to some helpful report resources is included on the left. The actual report builder is included to the right.




The Report Builder allows you to manage the sections of a report. It provides an overview of the sections that make up the report and an entry point into those sections that require input from you - we call these ‘wizard sections’. 


The sections that are automatically inserted into the Report Builder, and the sections that show in the 'Available sections' drop down will vary depending on:


Genovo is a multi-product, multi section, modular report builder that allows you to deal with multiple advice scenarios and recommendations in one report. Therefore, irrespective of the method you use to create your report, you can always add or remove sections from the Report Builder to reflect any given advice scenario. 


To add a section to the Report Builder, select the section from the 'Available sections' drop down menu and click add section. The sections will be inserted into the Report Builder in between the Client Risk Profile and Important Information sections in the order you add them. However, you can easily change the order the sections are displayed within your report using the drag and drop grab handles.




You'll notice that certain sections have a icon. This highlights that the section is a "wizard" section and requires input from you. The content of the "non-wizard" sections will be automatically generated as a result of the options you select in the wizard sections.


To help maintain a consistent train of thought and achieve a natural flow to your report, we'd suggest you complete each wizard section in turn - starting at the top with the Introduction section and then work down. As you progress through the wizard sections, you'll notice a tick is inserted in the 'Complete' column next to the section name to indicate that the section is complete.


You can further tailor the structure of a particular report to reflect your personal content preferences by hiding any sections you do not wish to include in that particular report. This is easily achieved by unchecking the tick in the 'Include' column to the left of the section name.



You can preview individual sections of your report by clicking the appropriate preview icon. Report previews are covered in detail here.



You can download your report at any time by clicking Download report. The report will automatically download as a standard MS Word document. 


You can also download a covering letter which will be auto-populated with the client's name and address, as well as the adviser's signature by clicking Download cover letter. You'll find further information about the covering letter here.


If you are writing a report for another user (e.g a paraplanner for an adviser) within your account, you can use the send email notification feature to send them an email to let them know that the report is ready for them  to check.


Finally, there may be instances where, having written a report, you think that it would be useful to save that report as a template so you (and your users) can use it as the starting point for creating another report in the future. If so, simply click Convert to template and the report will be saved as a template within your Report Templates Library. You'll find lots more information about report templates here.