Creating 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
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
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
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
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
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
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
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
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
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