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.


If the Writer user has completed all the steps in the various wizard sections of the Report Builder, as prompted, you should find that the report requires little to no editing in the Report Editor – this is how Genovo has been designed to be used and will ensure maximum productivity gains.


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 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.



Having created the initial draft of the report in the Report Builder, the report can be further edited and published by Writer and Reader users within the Report Editor. The published report can then be uploaded into a back-office system and automatically saved against the client record(s).  To open the report in the Report Editor click Create / edit report.


Alternatively, you can export the report and edit it in Word by clicking Download report. However, you should be aware that: 

  • Any changes made to the report in Word will not be saved back to Genovo; and 
  • There is no way for this report to then be automatically uploaded into a CRM as the report now exists outside of Genovo.  


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 Covering letter. You'll find further information about the covering letter here.


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.