Specify a Time Span for Detailed Reports

Transcript

Specifying a Time Span in Detailed Reports

This video walks through a new feature in Voyant that allows you to limit detailed reports to a specific time span, rather than showing the full lifetime of the plan.

This is especially useful when you only want to share or review a focused period, such as the next few years or a defined planning window.

Selecting Detailed Reports

1. Open the client record and navigate to Reports.
2. Select the detailed reports you want to generate.
   • In this example:
     • Cash Flow (Detailed Analysis)
     • Assets

These reports are added to your report selection list.

Choosing a Time Span for the Report

Instead of generating reports for the full lifetime of the plan, you can limit the years included.

Within the report configuration:

1. Select Years
2. Choose from the available options:
   • First five years
   • Every fifth year
   • Clear all years
   • Custom time span

Using a Custom Time Span

If you prefer a specific range:

• Enter a custom time span (for example, 2023 to 2033)
• This would generate a report covering 10 years, rather than the full plan

In this example, the First Five Years option is selected.

Click Done to save the timeline selection.

Generating the Report

1. Click Generate Report
2. Open the downloaded report

You will now see:

• The Cash Flow (Detailed Analysis) report
• The Assets report
  showing only the selected years, rather than the entire lifetime of the plan.

Why This Feature Is Helpful

• Keeps reports more concise and client-friendly
• Allows focus on near-term planning or review periods
• Reduces unnecessary long-term data when it isn’t relevant
• Ideal for annual reviews or short-term planning discussions

Need Help?

If you have questions about report configuration or timelines:

1. Click the client name in the top right
2. Select Request Support
3. Enter your question and share client access

You can also contact:
support@planwithvoyant.com