FAQ: How do I input my notes on a report for my clients?
Answer: In this video, learn how to input your notes into reports.
Transcript
In today’s training, I’m going to show you how to put plan notes into your reports and into your plan.
I’ll start by going up to the base plan in the top right-hand corner and selecting Manage Plans. If you want to add a note to your base plan or to any of the What-If plans in your client’s case, you can simply click on Plan Details. From there, you’ll be able to input any plan notes you’d like. These notes act as reminders of conversations you’ve had with your clients during plan reviews. Once you’ve added them, just hit Save, and they’ll be available when creating a report.
If you go to the Reports section and select Plan Notes, you can add this to the report set you generate for your clients as a deliverable.
Another option is to add notes directly to specific detailed reports. To do this, select any of the detailed reports you’d like. I’ll choose a couple as an example. Then click Review, Configure, and Generate to expand the report options. From there, click the three dots and select Configure. This gives you the ability to create notes for those individual reports. So, for example, if you wanted to, you could create separate notes for the Cash Flow report and the Assets report. After writing your notes, click Save.
You can also do this with What-If plans. For instance, if you wanted to run a Cash Flow and Assets report for the “Retire Early, Market Dip with Inflation” What-If scenario, you could enter a completely different note for that version of the plan. In this example, we might write: “In this version, we are modeling a market dip with inflation. You will note that we built in recession-proof products to prevent a shortfall.” Then you’d save those notes so they appear in the client’s reports.
When you generate the report, you’ll see the notes included at the bottom of each section. Opening the report, you’ll find the plan notes for the base plan listed, along with the general notes you wrote. Then, at the bottom of each individual report, you’ll see the advisor notes you added.
For example, under a detailed Cash Flow analysis, the notes might say: “During our session, we discussed buying a home in five years.” For the “Retire Early, Market Dip with Inflation” What-If plan, you might have a different advisor note, such as: “In this version, we are modeling the market dip with inflation. You will note that we built in recession-proof products to prevent a shortfall.”
These notes are a great way to document and remind your clients of the conversations you had with them during presentations.
I hope this was helpful. If you have any questions, feel free to reach out to us at support@planwithvoyant.com. You can also click your client’s name in the software, select Request Support, and enter your question in the text box to share client access with our team.