A Genovo user’s guide to customisation
Kate Wells - 21st October 2019
A guide to the extensive customisation functionality that is available within Genovo.
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Quickly add images into the reports you create within Genovo
Kate Wells - 13th September 2019
Now you can add images into Genovo, just as you would if you were pasting an image into a Word doc.
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How to add a second image to your suitability report title page
Kate Wells - 15th August 2019
Step by step instructions that walk you through how to add a second image to your suitability report title page
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How to include / remove the Report Reference from the Report Title Page
Kate Wells - 17th June 2019
Learn how to include or remove a report reference from the title page of the reports you create in Genovo.
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Take a couple of minutes to read about Genovo’s updated table settings
Kate Wells - 28th January 2019
Learn about Genovo’s updated table settings
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Super easy ways to customise your reports
Kate Wells - 19th November 2018
Learn how to easily change the structure of your reports and move the ‘next steps’ content from the Important Information section to the Executive Summary of your reports.
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How to customise the table text in your reports
Kate Wells - 24th September 2018
Learn how to customise the table text of your suitability reports
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How to set up your account so the name of both the adviser and the paraplanner are automatically displayed on the front cover of your reports
Kate Wells - 20th August 2018
Learn how to set up your account to automatically display the name of both the adviser and the paraplanner on your report title page
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How to use dynamic tags to further customise your Genovo reports
Kate Wells - 18th June 2018
Learn how you can use Genovo’s dynamic tags to further customise your Genovo reports.
Read more >Free suitability report template
Learn how to make your reports more reader-friendly and engaging.
Suitability report best practice guide
Download the interactive guide and follow our 9 steps to better suitability reports.
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