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.
If the Writer user has completed all the steps in the various wizard sections of the Report Builder, as prompted, you should find that the report requires little to no editing in the Report Editor – this is how Genovo has been designed to be used and will ensure maximum productivity gains.
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.
How do I open and edit a report in the Report Editor?
From the Report Builder
Writer users can open the most recent version or create a new version of a report for editing in the Report Editor from directly within the Report Builder by clicking Create / edit report.
From the Client & Report Library
Writer and Reader users can access all Report Editor versions of a report via the Client & Report Library.
Recent Activity
Writer and Reader users can quickly access any Report Editor versions of a report that they've recently been working on from the Recent Activity panel on their dashboard.
Once the report has been completed and published in the Report Editor, it can then be uploaded, by a Writer or a Reader user, into a back-office system and automatically saved against the client record(s).
Both Writer and Reader users will also find a variety of other actions associated with the Report Editor available to them within the Client & Report Library and the Report Editor, including the ability to:
• 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 to Word or PDF.
• Delete the Report Editor report.
It is the combination of these features that provide the opportunity to implement a truly comprehensive and fully integrated report writing solution which tracks and monitors all the interactions key stakeholders have with a report as it progresses through your company's report writing process.