How to create Reports

Once you've selected a client, click "Report" at the very top to be taken to the reporting page. From here, you can generate different reports based on different things to share with your clients. 

Under "Report Builder", you can generate reports for the Questionnaire your clients have completed, as well as the Risk Profile, and any cashflow plans you have created for them. Click "Build a Report" on the right hand side to generate a report - be advised, it can take some time for the report to complete. 

Click "Build a report" and select the source you wish to pull the data from to form the basis of the report; 

The page breaks are indicated by red lines, and the dotted black line shows how the text will fit on a piece of paper. It's also worth noting that whilst the report will contain all populated data from the corresponding source, you can absolutely add/remove anything as you see fit once the report is created. 

Once you've completed the report and you're happy to send it to you client, give it a name (on the right) and hit save. From here, it will be added to "All Created Reports", and you can assign it to either Planning Reports, Investment Reports or Insurance Reports. These three submenus have corresponding submenus in the client portal, where your client will be able to view them.