The Report Builder

VIDEO: The Report Builder
This video tutorial explains how Writer users can create the framework of a report with 98%+ of the required content included as an initial draft within the...
Tue, 29 Apr, 2025 at 8:55 PM
What is the Report Builder?
Within Genovo, users can interact with a report on two different levels: Within the Report Builder; and / or Within the Report Editor. The Report Bu...
Tue, 29 Apr, 2025 at 8:55 PM
How do I change the order the sections come out in a 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...
Tue, 29 Apr, 2025 at 8:55 PM
How do I preview a report / section?
When building a report in the Report Builder, Writer users can check to see what the report will look like without having to download it to Word. You can pr...
Tue, 29 Apr, 2025 at 8:56 PM
How do I remove a section from a report?
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...
Tue, 29 Apr, 2025 at 9:02 PM
How do I remove the Table of Contents from a report?
It's really easy for Writer users to remove the table of contents from a report or permanently remove the table of contents from all reports created by ...
Tue, 29 Apr, 2025 at 9:02 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.
Tue, 28 Jan, 2020 at 12:48 PM
How can I use the ‘send email notification’ to notify another Writer user that a report is ready for them to check in the Report Builder?
When a writer user is writing a report for another Writer user within their account, they can use the Send notification feature within the Report Builder to...
Tue, 29 Apr, 2025 at 9:08 PM
What is a Genovo static template section?
The Genovo static template sections are different to the core wizard sections you'll find in the Report Builder in that they do not have any steps and t...
Tue, 29 Apr, 2025 at 9:09 PM
How do I add a new section into the Report Builder?
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 ...
Fri, 28 Mar, 2025 at 9:48 AM