Creating a report

VIDEOS: How to build a report
You'll find a series of videos that walk you through the process of building a report in our video tutorial library.
Tue, 18 Sep, 2018 at 11:59 AM
How do I create a report for an existing or new client?
To write a report to an existing or new client click write / view report from the main dashboard. You'll be directed to the Write / View Report page th...
Wed, 12 Feb, 2020 at 3:39 PM
What is the difference between the 3 methods you can use to create a report?
Having selected the client(s) you wish to write your report to, you will be prompted within the Report Creation Method page to confirm the method you wish t...
Tue, 11 Aug, 2020 at 3:16 PM
How do I write a report for joint private clients?
To write a report for joint private clients (e.g. Mr & Mrs Smith) go to write / view report, and add both clients individually in turn to the Selected C...
Wed, 29 Jan, 2020 at 4:47 PM
How do I clone a report?
There are a number of reasons why you may wish to clone an existing report saved within a client's Report Library: 1. You need to write a similar r...
Wed, 29 Jan, 2020 at 4:55 PM
How do I reassign a report to another client?
It's really easy to reassign (i.e. change the ownership of) an existing report to another client: 1. On the dashboard click write / view report. ...
Wed, 29 Jan, 2020 at 4:58 PM
How do I write a report for / edit a report belonging to another user within my company?
A User drop down is included within the Write / View Report page of users for whom share clients and reports has been activated. Once activated, th...
Wed, 29 Jan, 2020 at 5:09 PM
How do I change the currency used in my report?
Genovo caters for a variety of different currencies including pound sterling, dollars and euros. You can select a currency for a client and an individual re...
Fri, 24 Aug, 2018 at 12:59 PM
How do I write a defined benefit pension transfer report?
This article provides a step-by-step guide as to how you can quickly and easily write a defined benefit pension transfer report using the Genovo suitability...
Thu, 30 Jan, 2020 at 2:04 PM
How do I write an inheritance tax planning suitability report?
Genovo has been designed to cover inheritance tax planning advice and includes a number of solutions and planning techniques that an adviser will typically ...
Fri, 5 Jul, 2019 at 1:54 PM