Clearly suitability reports must always be personalised and tailored to the client's individual circumstances and objectives. However, there may be times when you need to write a similar report to one that you've previously written to the same, or a different client.
In such instances, using a report template as the basis for creating the new report is likely to prove quicker and more efficient than creating the report from scratch. Moreover, this approach doesn't have to render the report any less personalised assuming all relevant key information e.g. personal details, objectives, attitude to risk, plan details etc is updated accordingly. This, in a nutshell, is exactly what Genovo’s Report Template Library has been designed to allow you to achieve.
Within our industry, when we talk about templates, we typically think about bulky Word documents containing lots of generic wording which may or may not be relevant to the individual client’s objectives and circumstances. Templates in Genovo work slightly differently. When you create a report from a template in Genovo you are basically using a pre-configured Report Builder with partially completed sections already inserted as the starting point for creating your new report. This removes the need for any repetitive input from the report building process, but ensures you are still prompted to update all the relevant key information required to ensure the report is highly personalised.
The Report Template Library comes preloaded with a number of report templates that you (and your users) can use:
- As the basis for creating your own reports;
- As the basis for creating your own templates; and
- As example reports to aid your understanding of the kind of information you need to include within the different report types, and to see how a finished report may look once it's been downloaded to Word.
The Report Templates Library allows you to manage the report templates for you (and your users), and you can search for a specific template by its name or its tags (i.e. user defined keywords or categories).
Further Reading
If you'd like a bit more background and clarification as to what a report template is in the context of Genovo, you can read all about it in one of our Monthly User Tip Blogs by clicking on the link below.
What are report templates (in the context of Genovo) and how is it best to use them?