Creating a report

VIDEO: Adding clients and selecting the report creation method
This video tutorial steps through the initial stages of building a report in Genovo. It covers how to add a new or select an existing client from your Clien...
Fri, 26 Apr, 2024 at 7:40 PM
How do I create a report for an existing or new client?
As a Writer user, to create a report for an existing or new client, click Write report from the main dashboard. You'll be directed to the Write report p...
Mon, 24 Mar, 2025 at 2:48 PM
What is the difference between the three methods you can use to create a report?
As a Writer user, having selected the client(s) you wish to write your report to, you will be prompted to confirm the method you wish to use to create the i...
Mon, 24 Mar, 2025 at 2:51 PM
How do I write a report for joint private clients?
As a Writer user, to write a report to joint private clients (e.g. Mr & Mrs Smith) go to Write report, and add both clients into the Selected client(s) ...
Mon, 24 Mar, 2025 at 2:54 PM
How do I write a report for a client belonging to another user within my account?
An Owned by drop down menu is included within Write report for users who have had view all users' clients / reports activated for them. Once ac...
Fri, 26 Apr, 2024 at 7:40 PM
How to write a report consolidating one or more existing plans into another existing plan
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report to consolidate one of more existing plans a clien...
Fri, 26 Apr, 2024 at 7:40 PM
How do I write a 'replacement business' report?
We've written a series of three 'user tip' blogs on how Genovo deals with 'replacement business' and how it can help you fulfil all the ...
Tue, 19 Mar, 2024 at 12:30 PM
How to 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 suitability report using Genovo. ...
Fri, 26 Apr, 2024 at 7:40 PM
How to include details of client's defined benefit pension scheme in a Genovo report without giving advice on it
The four review sections in Genovo's Report Builder are designed to allow you to list a client’s existing plans. Some users use the review sections to o...
Mon, 24 Mar, 2025 at 2:56 PM
How to write a report to purchase a commercial property via a SIPP or SSAS?
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report confirming your recommendations for your client t...
Fri, 26 Apr, 2024 at 7:40 PM