The Report Template Library
This video tutorial explains how you can use the Report Template Library to manage your report templates for you (and your users).
Fri, 26 Apr, 2024 at 7:39 PM
Clearly, suitability reports must always be personalised and tailored to the client's individual circumstances and objectives. However, there may be tim...
Fri, 26 Apr, 2024 at 7:39 PM
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...
Fri, 26 Apr, 2024 at 7:39 PM
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 ...
Fri, 26 Apr, 2024 at 7:39 PM
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). ...
Fri, 26 Apr, 2024 at 7:39 PM
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...
Fri, 26 Apr, 2024 at 7:39 PM
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...
Fri, 26 Apr, 2024 at 7:39 PM
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...
Fri, 26 Apr, 2024 at 7:39 PM
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...
Fri, 26 Apr, 2024 at 7:39 PM