In this video, we walk you through our updated Voyant reports screen.
Transcript
In today’s training, we’re going to take a look at Voyant’s new Reports screen. I’ll start by navigating to the Reports section and focusing on Client Reports.
You’ll notice a new client report presentation view. I’ll walk you through how to navigate this updated interface.
On the cover page, you’ll see three dots in the top-right corner. Selecting these gives you two options: Configure and Preview.
Configure allows you to choose Report Presented By. This is particularly helpful if an admin or paraplanner is running a report on behalf of an adviser. You can select the adviser’s name, save your selection, and the report will be generated under that adviser’s name.
Preview provides a quick overview of what will be included in the report.
Under Select a Plan, you can choose which plan to run the report for. This could be the base plan or any What-If scenario.
If you use Report Sets, you can select a preset set or manually choose individual reports to include. For each report, selecting the three dots allows you to Configure, Preview, or Delete the report from the set before generating.
When configuring a report, you can adjust various report options and include Client Notes. The Preview option allows you to review the report content before final generation, and Delete removes the report from the set if it’s no longer needed.
For detailed reports such as Cash Flow or Assets, the Configure option allows you to select a time frame. You can choose from preset options, such as every fifth year or the first five years, or enter a custom date range, for example from 2024 to 2034.
Within the Notes section, you can add relevant information for your client, such as meeting discussion points or recommendations. Be sure to click Save to apply your notes.
Before generating the report, you may see options to Export Raw Data and Images or Use Real Money. The Use Real Money option removes inflation adjustments and is available only on select reports.
To view reports that have already been run, select View Recent Reports, which displays a list of reports generated for the client.
If you’d like to start over, click Reset Selections. From there, you can manually select reports, configure them, add notes, and when you’re ready, click Generate Report to create a PDF ready to share with your client.
I hope this was helpful. If you have any questions, you can reach out to our support team directly through the software.