On entering the Report Builder, you'll notice information about the client and report is included on the left along with some links out to some of our helpful report resources including the really useful report sections matrix, and the actual report builder is included to the right.
The Report Builder allows you to manage the sections of a report, and provides:
1. An overview of the sections that make up a particular report; and
2. An entry point into those sections that require input from you - we call these sections wizard sections.
Depending on the method selected to create your report, and the report type being used, the sections that are automatically inserted into the Report Builder, and the sections that show in the Available Sections drop down will be slightly different.
However, irrespective of the method you use to create your report, it's important to remember that Genovo is a multi-product, multi section modular report builder that allows you to deal with multiple advice scenarios and recommendations in one report, and it's easy enough to add or remove sections from the Report Builder at any time to reflect your specific advice scenario. To add a section to the Report Builder, select the section from the Available Sections drop down menu and click add section.
Any sections you add will be inserted into the Report Builder in between the Introduction 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 up and down reorder icons.
Having added all of the sections you require into the Report Builder, you'll notice that certain sections within the Report Builder have a icon. This highlights that the section is a wizard section and requires input from you; whereas the content of the other 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 of the wizard sections 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 appears in the complete column next to the section name to indicate that the section is complete.
You can further tailor the structure of your report to reflect your personal content preferences by hiding any sections you do not wish to include in that particular report. For example, you may not want to include the Adviser / Client Declaration or the Appendix - Attitude to Risk Profiles sections. This is easily achieved by unchecking the tick in the Include column to the left of the section name.
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 basis 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.