It's not uncommon for ATR profiles to include a visual representation of the client's risk profile. This is easily achieved within Genovo by adding an image or table into the 'Profile description' field within the add / edit ATR profile window.



Adding an image


1. Use the Windows snipping tool to take a screen grab of the image you require from the source material.


2. Position your cursor within the 'Profile description' field where you would like the image to appear, and use Ctrl+V to paste the image directly into the field just as you would if you were pasting it into a Word doc.


3. The image will be automatically resized to a width of 650 pixels (whilst maintaining the aspect ratio) so it fits correctly within the page when the report is downloaded to Word. However, it is easy enough to resize the image by simply clicking on the image and dragging it from one of the corners.



Adding a table


You may also want to include a table within an ATR profile description to illustrate the typical returns the investor can expect from a particular profile for example. Once again this can be really easily achieved by adding the table as an image. However, although creating the table from scratch using the 'Insert Table' function included within the 'Profile description' field will take more time, it will result in a much better end result as it ensures the table is rendered correctly within your reports to reflect the table-related styles of your selected Report Theme.


Here's some simple instructions that explain how to create a table from scratch.


1. Position your cursor where you would like the table to be generated within the 'Profile description' text box.


2. Click the 'Insert table' icon in the toolbar.



This will open the 'Table Properties' dialog box.


3. Change the 'Headers' field to reflect the makeup of your table. For example, if you want a row of headings across the top of your table, select ‘First row’. If you want a column of headings, select ‘First column’.



4. Update the number in the 'Rows' and 'Columns' fields to reflect the make-up of the table you require. 


5. Leaving the 'Width' on 100% will ensure the table stetches across the full width of the page, just like all the other tables in your reports.


6. On clicking Insert, a blank table will be inserted into the 'Profile description' field. You can now insert the required text into the relevant cells.



If you're including images in your attitude to risk profiles, you may find the content that gets rendered in the Appendix - Attitudes to Risk Profiles section becomes quite long and unwieldy. If so, you can easily:

  • Remove the section from the Report Builder and stop the resultant content coming out in all your reports using the Report Section Manager.
  • Stop the content of the section coming out in all your reports by hiding the section's snippets in the Report Content Manager.
  • Stop the content of the section coming out on a report-by-report base by deselecting the section in the Report Builder.