The Client Library caters for private, corporate and trust clients and can be accessed from the libraries dashboard by clicking on the Client Library icon. ...

Reports are automatically saved against the client(s) they have been created for, and can be accessed at any time by clicking write / view report from the m...

When you switch the ownership of a client to another user within your account, the reports attached to that client will be automatically switched to that us...

There are a number of reasons why you may wish to clone an existing report saved within a client's Report Library: 1. You need to write a similar re...

So, why would you want to reassign a report to another client? Well, let’s take a look at a couple of commonplace scenarios and walk through the steps you’...

Genovo caters for a variety of different currencies including pound sterling, dollars and euros. You can select a currency for a client and an individual re...