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 tha...
Thu, 13 Jan, 2022 at 11:36 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...
Tue, 2 Nov, 2021 at 4:23 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, 18 Oct, 2023 at 2:30 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 view all users' clients / reports has been activated. Once a...
Thu, 13 Jan, 2022 at 11:33 AM
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 for consolidating multiple client plans into an e...
Tue, 25 Jul, 2023 at 5:08 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 report using the Genovo suitability...
Tue, 25 Jul, 2023 at 5:10 PM
How to include details of client's defined benefit pension scheme in a Genovo report without giving advice on it
The four Genovo review sections in Genovo’s Report Builder (investments, pension plans, retirement income plans and protection plans) are designed to allow ...
Mon, 13 Nov, 2023 at 10:09 AM
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...
Tue, 25 Jul, 2023 at 5:17 PM
How to write a pension sharing order report
This article provides a step-by-step guide as to how you can quickly and easily write a suitability report for a pension sharing order. Start your repor...
Tue, 3 Oct, 2023 at 4:53 PM