This video tutorial explains how you can manage and add content to the sections that make up a report using the Report Builder.

On entering the Report Builder, you'll notice information about the client and report, together with links to some helpful report resources is included ...

Everyone will have their own preferences as to the order the sections should come out in their reports. For example, you may prefer for the Adviser / Client...

When building a report in the Report Builder, you can check to see what the report will look like without having to download it to Word. You can preview the...

Having completed all of the wizard sections, you may want to further tailor the structure of your report to reflect the client's profile or your persona...

It's really easy to remove the table of contents from a report or permanently remove the table of contents from all reports created by you (and your use...

A summary of the products and topics covered within each section of the Genovo suitability report can be found here.

At some stage, as a report writer, you’re probably going to want to send the adviser (on whose behalf you’re writing the report) a notification that their r...

Static template sections are different to the other sections you'll find in the Report Builder in that their content is 100% templated as opposed to bei...

Before we explore how you can add a new section into your reports in more detail, we would encourage you to question and check whether what you are looking ...