The Report Builder

What is The Report Builder?
On entering the Report Builder, you'll notice information about the client and report is included on the left along with some links out to some of our ...
Fri, 24 Jul, 2020 at 1:35 PM
How do I change the order the sections come out in my report?
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...
Thu, 30 Jan, 2020 at 9:48 AM
How do I remove a section from a report?
Having completed all of the wizard sections, you may then wish to further tailor the structure of your report to reflect your personal content preferences. ...
Fri, 24 Jul, 2020 at 2:05 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...
Thu, 30 Jan, 2020 at 9:52 AM
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.
Tue, 28 Jan, 2020 at 12:48 PM
How can I use the ‘send email notification’ to notify another user that a report is ready for them to check?
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...
Fri, 24 Jul, 2020 at 2:06 PM
A guide to static template sections
What is a static template section? Static template sections are different to the other sections you'll find in the Genovo Report Builder in that th...
Thu, 30 Jan, 2020 at 10:06 AM
What is an auto-generated dynamic content section
What is an auto-generated dynamic content section? An auto-generated dynamic content section is different to a wizard section in that it has no steps fo...
Mon, 11 Mar, 2019 at 2:02 PM
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 Recommended Investment Strategy section?
You should always include the Recommended Investment Strategy section if you're recommending: 1. A new product (which has an investment element) in...
Thu, 30 Jan, 2020 at 10:10 AM