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 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, select both clients by clicking the checkbox to the left of ...
Thu, 16 Aug, 2018 at 12:16 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...
Fri, 14 Sep, 2018 at 3:14 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. ...
Tue, 11 Sep, 2018 at 12:47 PM
How do I change the Report Type of an existing report?
It is now possible to change the Report Type of an existing report i.e. change a suitability report to an (annual) review report or vice versa. This could b...
Tue, 11 Sep, 2018 at 12:57 PM
How do I write a report for / edit a report belonging to another user within my company?
A user drop down menu is included within the Write / View Report page of users for whom the share clients / reports feature has been activated. Once act...
Mon, 17 Sep, 2018 at 3:01 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 basic suitability report recommending the top-up of an existing investment / pension?
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to a private client confirming your recommendatio...
Tue, 11 Sep, 2018 at 10:23 AM
How do I write an (annual) review report for an existing client?
As part of your agreed service proposition, you may wish to provide an existing client with a shortened report which solely focuses on a review of their ris...
Tue, 11 Sep, 2018 at 10:52 AM
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...
Wed, 12 Sep, 2018 at 2:59 PM