Super easy ways to customise your reports

Kate Wells

This month started with a bang for me as Genovo was asked to take part in an iO Store Webinar to demonstrate the integration between Genovo and Intelligent Office (iO). This was part of a series of webinars that Intelliflo are running to highlight some of the efficiencies that can be gained through integrations between their partner apps and iO. If you missed it the first time, you can catch it again here.

A question that was raised during the webinar was “Just how customisable is Genovo?” and this got me thinking…. 

In short, Genovo is extremely customisable! In fact, there are so many ways it can be customised that it would be impossible to cover everything in just one User Tip Blog. However, I did think this would be an ideal opportunity to highlight some ‘quick wins’ that could have a massive impact on your reports. 

Back to basics

Here are a few simple ways to change the format / structure of your reports in the Report Builder. 

How to hide a section

You can easily hide a section that you don’t what to include within a particular report by simply unchecking the tick in the Include column.

How to reorder the sections

You can also change the order the sections come out in your report by clicking on the reorder arrows down the side.

More advanced

As I’m sure you already know, you are able to edit the boilerplate content of your reports via the Report Content Manager. If you’ve been into the Report Content Manager, you’ve probably noticed that certain snippets contain tags that look something like {Sum_Objectives}. These tags act as a place marker and instruct the report generator to replace the tag with some dynamic wording or a table that’s been generated within the Section Wizard when the report is downloaded to Word.

If you are unsure what a specific tag does, we’ve created a Summary of Report Tags which groups the tags into categories and includes a description to help explain what information each tag will pull through into the report.

However, you might not be aware that you can also move these tags around in your report. By way of an example, a couple of users have contacted me because they’d prefer the Next Steps text to come out in the Executive Summary rather than the Important Information section. It just so happens that this text includes a tag, so let’s have a look at how me might achieve this…..

How to customise the Executive Summary?

The content of the Executive Summary is automatically generated. It consists of a summary of the client’s objectives and the recommendations being made as standard.

1. From your dashboard go to customisation > report content manager.
2. Select the Important Information section from the drop down menu.
3. Click the corresponding edit icon for the snippet entitled Next Steps (Suitability Report).

You will then be directed to the Snippet Detail page.

4. Copy the text and tag as shown highlighted red in the screenshot below.



5. Click on back to: report content manager.
6. Uncheck the tick in the Show column as shown below. This will remove the content of this snippet from this section.



7. Select Executive Summary from the section drop down menu.
8. Click on the edit snippet icon of the Title & Opening snippet.
9. Click create custom snippet and you will be directed to the Snippet Editor.
10. Position your cursor and paste in the text and tag you copied from the previous snippet (remembering of course to use the paste as plain text function button of the Snippet Editor.)



11. Apply any formatting using the toolbar at the top. For example the Next Steps heading is a Heading 2. 
12. Once you have made your edits, click save.

You will be taken back to the Snippet Detail page and your custom version will be automatically selected as active. As a result, the Next Steps text will be now come out in the Executive Summary when you download your reports to Word.

Don’t forget we have a number of support resources to help you customise your reports including our library of video tutorials which you can access via the Genovo website or via the orange video tutorial icons throughout the app. 

Also, just a reminder that I’ll be hosting our Monthly Training Webinar on Thursday this week which covers more of the advanced features of Genovo. There are only a few spaces left so please do register sooner than later if you would like to attend by clicking here.

Finally, this is my last user tip blog for the year so I would also like to take this opportunity to wish you all a very Merry Christmas and thank you for your support over the past year. But don’t worry, I’ll be back in the New Year with more helpful hints and tips! 

Further Reading

You’ll find lots of useful information about how to customise your reports in our Knowledge Base or by clicking on the links below.

How do I edit the content of my report template?
How do I add an image to my report template?
How to use dynamic tags to further customise your Genovo reports
Video: The Advice Options & Reasons Library

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