Creating a report

VIDEO: Creating the framework for a report
Learn more about the 3 different report creation methods you can use to create the initial framework for your report.
Tue, 10 Nov, 2020 at 2:38 PM
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...
Thu, 4 Feb, 2021 at 11:41 AM
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...
Fri, 5 Feb, 2021 at 9:33 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, 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