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.
2. An entry point into those sections that require your input.
Some sections are automatically added into the Report Builder for your convenience. However, depending on the method you have used to create your report, you may need to add other sections from the 'Available Sections' drop down to reflect the advice you're providing.
The Genovo Report Sections Matrix 2.0 provides an overview of the sections you need to add into the Report Builder for a variety of advice scenarios.
To add a section, select the section from the 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.
The content of those sections that do not have a icon will be automatically generated, and thus these sections require no input from you. The content of the other sections is generated by a step-by-step workflow (section wizard) which does require your input.
To enter the section wizard of a section click . You’ll be led through a series of questions (steps) which prompt you to provide the information required to complete that section. Having completed the section, you’ll be returned to the Report Builder screen where you’ll notice a tick has been inserted alongside the icon.
To help maintain a consistent train of thought and achieve a natural flow to your report, we suggest you complete each section that requires your input individually in turn - starting at the top with the Introduction section and work down.
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. 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 download an auto-populated covering letter by clicking download covering 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.
Having created a report, you can convert it into a template. You (and your users) and can then use this template as the starting point for creating a new report in the future. You'll find lots more information about report templates here.