Your Report Template Library comes preloaded with a number of report templates. It doesn’t include a template for every advice scenario covered by Genovo, but the ones included do cover the more commonplace advice scenarios and will help you get started. They can be used by you (and your users) as:

  • The starting point for creating reports for your clients;
  • A basis for creating your own report templates covering similar or other advice scenarios; and
  • Example reports to aid your understanding of the kind of information you need to include within the different report types, and how a finished report may look when it's downloaded to Word.

You'll find more information about the preloaded report templates / example reports here.