This video tutorial explains how you can use the Report Template Library to manage your report templates for you (and your users).

Clearly, suitability reports must always be personalised and tailored to the client's individual circumstances and objectives. However, there may be tim...

There are two ways you can create a new report template: 1. Clone an existing report template.  2. Convert a report into a report template. Clone a...

You can only edit report templates belonging to you or the organisation to which you belong (assuming you have the necessary admin privileges). To edit ...

You can clone any report template in your Report Template Library (irrespective of whether it's owned by you, your company, your group or Genovo).  ...

You can hide a report template by unchecking Show.  This will remove it from the report template drop down in the Report Details modal when you bui...

Account Admins of multi-user company and group plans can also share their report templates with other account users or linked accounts. When you share a rep...

When you create a report template you can also add some searchable tags (keywords) to the template which help highlight to you (and your users) that that pa...

Your Report Template Library comes preloaded with a number of report templates. It doesn’t include a template for every advice scenario covered by Genovo, b...