Suitability reports must always be personalised and reflect 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 another client. 

In such instances, using a pre-existing template as the basis for creating the new report is likely to prove quicker and more efficient than creating the report from scratch. Moreover, it doesn't have to render the report any less personalised assuming the relevant key personal information e.g. personal details, objectives, attitude to risk, plan details etc is updated accordingly. This is exactly what the Genovo Report Template Library has been designed to allow you to achieve within Genovo.  

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?