Management - Report

Productivity Tip

We ship the Planning Module with various report sections and a selection of 4 reports. You can copy the report sections to make your own (you can't edit the standard ones) and then make up your own reports from these copied sections. If you have a multi broker shop, we suggest that all of the report sections are standardised and just the disclosure documents are different between brokers. Thus you would create several different disclosure documents and then include the standard document inserts + the specific broker disclosure into a broker specific template - "Bob - Risk Report Couple" and so on....

Report Groups

1.	Report Groups is where you would chose an existing Report Group to edit, or to create an entirely new Report Group.

2.	You can see here that we have created a new Report Group called Elan - Risk Report Couple.

3.	If you want to add a new group. simply type the value in the data entry area at the top and press enter when finished.

4.	Follow the convention of the existing examples.

5.	Add the various sections - Life, Trauma and so on.

Report Group Templates

1.	This is where you assemble the Report Group from the available template inserts.

2.	Start by clicking on the Report Group you want to work on from the previous screen.

3.	Add or subtract the template inserts as required.

4.	You can reorder them using the Up and Down buttons on the right of the screen.

Templates

1.	The templates that the system ships with cannot be edited, but can be copied and modified to your own requirements

2.	Here we have used the Copy button and then edited the line to create the new template 'Richard Pykett - Adviser Disclosure'.

3.	Once the template has been copied and renamed, it can be edited to your own requirements.

A good plan here if you have Word 2007 or later is to copy all of the documents individually (we ship them as Word 2003 .DOC for the poor people still using old software) and then open them one by one and use the File/Convert option (Word 2010/13) under Save to upgrade them to .DOCX format. In Word 2007 it's the Windowsy looking round blob at the top left hand and then Convert.

5.	Once you have copied all of your documents and converted them to DOCX (if you are using Word 2007 or better) then you can modify the text as you chose.

6.	Once the templates are edited to your satisfaction, you then need to create your Report Groups - e.g. Joe Bloggs Client Report Couple etc... Tip - don't call them Joe Bloggs if your name is not Joe Bloggs.

7.	Then having selected your new Report Group, go to Report Group Templates and select and add the various documents to make up your report. See the Help Topics above on Report Groups and Report Group Templates.