The Word report

How do I add my company logo to my reports?
This is easy. Go to Customisation > Upload logo and follow the simple on-screen instruction. The logo should be uploaded as an image file (e.g. ...
Fri, 26 Apr, 2024 at 7:52 PM
How do I include a favicon in the top right hand corner of my reports?
What is a favicon? A favicon is an icon associated with a website, typically displayed in the address bar of a browser accessing the site or next to the...
Fri, 26 Apr, 2024 at 7:53 PM
How do I change how my name and company details are displayed within my reports?
User details Writer users can change their name, job title and qualifications (e.g Chartered Financial Planner) via Account admin > Your details. ...
Fri, 26 Apr, 2024 at 7:53 PM
How do I add a headshot and / or signature image to my reports?
Within Genovo, it is possible to upload a headshot and / or signature image for a user. This can be done:  1) By the user If the user is a Writer us...
Fri, 13 Sep, 2024 at 4:59 PM
How can I customise the title page of my reports?
As part of the standard customisation suite, Genovo provides all the functionality you need to customise every element of your report title page to reflect ...
Fri, 26 Apr, 2024 at 7:53 PM
How to customise the report title of the reports you create in Genovo
The default report title that is automatically inserted into the Report Title Page is fixed and remains the same each time. However, it’s worth remembering ...
Fri, 26 Apr, 2024 at 7:53 PM
How to add a back page to your reports
Using Report Section Manager, it’s really easy to add a new section called ‘Back Page’. This can be a single section that’s available to all five Genovo rep...
Thu, 26 Sep, 2024 at 5:15 PM
How do I add some text to the footer of my report title page?
Over the years we've had a number of users ask us how they can add a statement regarding their regulatory status (or something similar) to the bottom of...
Fri, 26 Apr, 2024 at 7:53 PM
How do I update the table of contents in Word?
A table of contents is automatically included in the Suitability Report and Review Report 2.0 Report Types. If you make any changes to your report in Wo...
Fri, 26 Apr, 2024 at 7:53 PM
How much information about a client’s circumstances should you include in a suitability report?
For some time now, there have been different schools of thought as to how much information about a client’s circumstances you should include in a suitabilit...
Fri, 26 Apr, 2024 at 7:53 PM