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?
When we first released Genovo, there was only ever one way to create a report and that was what we now call ‘from scratch’. Then as part of our January 2020...
Wed, 1 Sep, 2021 at 9:23 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?
So, why would you want to reassign a report to another client? Well, let’s take a look at a couple of commonplace scenarios and walk through the steps you’...
Tue, 29 Jun, 2021 at 4:07 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 pension decumulation report?
Genovo has always provided functionality to write a report to support the crystallisation of pension benefits. We've written a blog about how Genovo co...
Tue, 22 Jun, 2021 at 9:21 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...
Thu, 30 Jan, 2020 at 2:04 PM