User Tips Archives

How to customise the footer of your reports

Nigel Ogram - 10th March 2025

In this month’s User Tip, Nigel walks you through how to make the most of customising your report footers, a new piece of user functionality.

How to use the Plan Charges Profiles Library to auto-populate the Plan Charges step and speed up the report building process

Nigel Ogram - 11th February 2025

Following on from last month’s User Tip on how to present plan charges in Genovo, this month, Nigel walks you through how to auto-populate plan charges within your suitability reports.

Customisation options for plan charges tables in Genovo

Nigel Ogram - 14th January 2025

In this month’s User Tip, Nigel walks you through the different ways that Genovo can present plan charges within suitability reports.

How to include a Table of Contents in Genovo report types that don’t have it as standard

Nigel Ogram - 11th November 2024

In this month’s User Tip, Nigel walks you through how to add a Table of Contents to the Top up / Bed & ISA Report, Fund Switch Report, and Continued Suitability Report.

How does Genovo handle plan charges?

Nigel Ogram - 7th October 2024

In this month’s User Tip, Nigel walks you through how Plan Charges are handled in Genovo whilst also providing some sneak peeks into related upcoming new features.

How to add a back page to your reports in Genovo

Nigel Ogram - 13th September 2024

In this month’s User Tip, Nigel walks you through how you can use the Report Section Manager to create a back page for your reports.

How can I customise the boilerplate content of my reports?

Nigel Ogram - 12th August 2024

In this months User Tip, Nigel walks you through how you can use the Report Content Manager to customise the boilerplate content of your suitability reports.

How can I add a background image to my report title page?

Nigel Ogram - 8th July 2024

Following on from last month’s User Tip, Nigel shows you how to take advantage of the new Report Title Page Image customisation feature.

How can I manage existing report sections or add custom sections in Genovo?

Nigel Ogram - 11th June 2024

Following a brief hiatus as we got Genovo v2 ready, we are once more kicking off our series of User Tip blogs. This month, Nigel explains a brand new feature – the Report Section Manager.

How to include details of a client’s DB pension scheme in a Genovo report without giving advice on it

Nigel Ogram - 13th November 2023

In this month’s User Tip blog, Nigel explains how to include details of a client’s DB pension in a suitability report without falling into the trap of accidentally giving advice on it.