The Report Builder

What is The Report Builder?
The Report Builder allows you to manage the sections that make up each report, and provides: 1. An overview of the sections that make up a particular re...
Thu, 6 Sep, 2018 at 12:14 PM
How do I change the order the sections come out in my report?
Everyone has their own preferences as to the order the sections should come out in their reports. For example, may be you'd prefer your Client Declarat...
Fri, 7 Sep, 2018 at 12:30 PM
How do I remove a section from a report?
If you don't wish to include a particular section within a particular report simply uncheck the tick in the Include column to the left of the section n...
Fri, 14 Sep, 2018 at 3:15 PM
How do I remove the Table of Contents from a report?
It's easy to remove or hide the table of contents. In fact, you have the option to hide it from a particular report or remove it from all of your repor...
Fri, 14 Sep, 2018 at 3:15 PM
Which products and topics are covered within each section of the report?
A summary of the products and topics covered within each section of the Genovo suitability report can be found here.
Fri, 14 Sep, 2018 at 3:16 PM
How do I notify another user that their report is ready for them to check?
If client and report sharing has been activated for your account, you will notice that an additional Send Email Notification icon is included at the bottom ...
Fri, 14 Sep, 2018 at 3:17 PM
A guide to static template sections
What is a static template section? A static template section is different to a standard advice section in that its content is 100% templated as opposed ...
Tue, 18 Sep, 2018 at 11:11 AM
When do I need to include a review section in a report?
In a nutshell, you should include a review section whenever you are making a recommendation in respect to a client's existing plan or investment. This ...
Fri, 14 Sep, 2018 at 3:18 PM
When should I include the Investment Strategy section?
You should always include the Investment Strategy section if you've recommended: 1. A new product (which has an investment element) in a recommenda...
Fri, 14 Sep, 2018 at 3:20 PM