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. 
Mon, 17 Sep, 2018 at 3:40 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 particular website, typically displayed in the address bar of a browser accessing the site or ...
Mon, 17 Sep, 2018 at 3:41 PM
How do I change how my name and company details are displayed within my reports?
This is really easy. To change your name and / or add your job title and qualifications (e.g Chartered Financial Planner) go to Account Admin > Your Deta...
Mon, 17 Sep, 2018 at 4:21 PM
How do I customise the title of my suitability report title page
The standard title that will come out on the front cover of suitability reports created in Genovo is fixed as “Suitability Report” as standard. You are ...
Tue, 11 Sep, 2018 at 10:08 AM
How do I update the table of contents in Word?
If you makes changes to your report in Word, it is likely that you will need to update the table of contents to reflect any revised page numbers. This i...
Mon, 17 Sep, 2018 at 3:41 PM
How to move the attitude to risk and capacity for loss text from the Investment Strategy to the Introduction section of your reports
Here's a link to a 'User Tip' blog that walks you through how to customise your account so the attitude to risk and capacity for loss text co...
Fri, 14 Sep, 2018 at 2:11 PM
The Client Declaration page
The Client Declaration page is automatically included as a section within the Report Builder as standard. If you choose to include it, it will come out as a...
Thu, 13 Sep, 2018 at 10:37 AM
How much information about a client’s circumstances should you include in a suitability report?
There are different thoughts and opinions surrounding how much detail about a client’s circumstances you need to include in your suitability reports. Two vi...
Fri, 24 Aug, 2018 at 1:27 PM
Changes to the report header & footer
Following feedback from our users we've made some changes to the Genovo report header and footer to make them more aesthetically pleasing. Report H...
Tue, 11 Sep, 2018 at 10:11 AM
Changes to how the Plan Summary tables are rendered in the review and recommendation sections
We know that the format of the Plan Summary tables in the reports you download from Genovo has been bugging some of our users, and we've been racking o...
Tue, 11 Sep, 2018 at 10:14 AM