A client's reports are automatically saved against the client in the Client & Report Library which can be accessed from the Libraries dashboard.
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 which will allow you to view and edit clients and reports belonging to other users within your account.
Within Genovo, users can interact with a report on two different levels:
- Within the Report Builder; and / or
- Within the Report Editor.
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.
Having located the client, you can view their reports 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:
- Change the Report Type of a report.
- Clone the Report Builder version of a report.
- Reassign the Report Builder version of a report to a different client.
- Delete the Report Builder version of a report. This will also delete all child versions of that report.
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)
• 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.