This video explains how Writer and Reader users can manage the clients and reports belonging to themselves or other users within their Genovo account.

The Client & Report Library is accessed via the Libraries dashboard, and allows Writer and Reader users to manage the clients and reports belonging to t...

A client's reports are automatically saved against the client in the Client & Report Library which can be accessed from the Libraries dashboard. ...

Yes. This functionality is available for Writer and Reader users. Writer user Activating view all user's clients / reports for a Writer user wil...

Before you can reassign the ownership of a client to another user within your account, view all user's clients / reports will need to have been activate...

Only Writer users can reassign a Report Builder report to another client. When a Report Builder ('parent') report is reassigned to another client, a...

Only Writer users can clone a Report Builder report. Cloning the Report Builder report will make an exact copy of the Report Builder as a new 'parent...

Why might I want to clone a Report Editor report? When a Report Editor report is first created, it is given a version number of 1.0. Every time the repo...

Genovo caters for a variety of different currencies including pound sterling, dollars and euros. Writer and Reader users can select a currency for a client ...

Writer and Reader users can use the Report Status feature associated with Report Editor reports to monitor the progress of a report and easily highlight whi...