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, or watch this quick little video to learn more. Th...
Tue, 11 Aug, 2020 at 10:49 AM
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 ...
Tue, 11 Aug, 2020 at 10:57 AM
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...
Thu, 30 Jan, 2020 at 1:21 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...
Tue, 18 Feb, 2020 at 4:27 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 in Genovo is static i.e., it is fixed and remains the same each time. How...
Wed, 21 Apr, 2021 at 3:30 PM
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...
Tue, 11 Dec, 2018 at 4:10 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...
Tue, 11 Dec, 2018 at 4:07 PM
How much information about a client’s circumstances should you include in a suitability report?
For some time now, there has been different schools of thought as to how much information about a client’s circumstances you should include in a su...
Fri, 6 Aug, 2021 at 2:53 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 Dec, 2018 at 11:05 AM