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...

On changing the Report Status to 'Published' the report will be locked down, and you won't be able to: Change the status; or  Make any furthe...

Advisers / Planners who are having their reports written for them by paraplanners / admin staff, and have been added to their Genovo account as a Writer or ...

Writer and Reader users can use the Send email notification feature within the Report Editor to send other users within their account an email to let them k...

Having finalised a report in the Report Editor and changed the Report Status to 'Published', it is possible for Writer and Reader users to upload an...

To delete multiple clients and their reports, go to Client & Report Library from the Libraries dashboard, select the clients you wish to delete and clic...

Given the Report Editor allows Writer and Reader users to: Fully edit a draft report (in much the same way as you would in Word); Track and monitor all t...