User Tips Archives

How to write a report consolidating one or more existing pension plans into a new pension plan

Nigel Ogram - 10th June 2025

In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions into a new pension

How to write a report consolidating one or more existing pension plans into another existing pension plan

Nigel Ogram - 13th May 2025

In this month’s User Tip, Nigel walks you through how to write a report that consolidates your clients pensions

How to re-order content in a Genovo report

Nigel Ogram - 7th April 2025

In this month’s User Tip, Nigel walks you through how to re-order the content in Genovo so that you can present information how you want

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.