Transcript:
Navigating the New Reports Screen in Voyant
In today's training, we will be taking a look at Voyant's new reports screen. I will be navigating over to the Reports section to explore client reports.
Overview of the New Client Report Section
You’ll notice a new presentation format in the client report section. From this new report screen, you will see a refreshed view, and I want to show you how to utilize it effectively.
Accessing Configurations and Previews
On the cover page, look for the three dots in the top right corner. Clicking these will reveal two options: Configure and Preview.
- Configure: Here, you can select Report Presented By, which is particularly useful if you are an admin or a paraplanner running this report for an advisor. You can run the report under the advisor's name instead of your own. Select their name and click Save to generate the report in their name.
- Preview: Selecting this will provide a quick overview of what is included in the report.
Selecting Plans for Reports
Under the Select a Plan section, choose which plan you want to run the report for. You have the option to select a base plan or any "What If" scenarios available. If you have preset report sets, you can select one to generate the report, or you can hand-pick individual reports.
Configuring Detailed Reports
In the Review, Configure, and Generate section, you will find additional configuration options:
- The three dots again allow you to Configure, Preview, or Delete reports from the set.
- You can also include notes for the client in the reports, a new feature we've added. Ensure to click Save after making changes.
For detailed reports like Cash Flow and Assets, there is a Configure option for selecting a time frame. You can choose from predetermined intervals like every fifth year or enter a custom time frame (e.g., 2024 to 2034).
These notes could be about specific recommendations discussed in your meeting or other relevant information to send to the client.
Exporting Options and Recent Reports
Before generating your report, you can export raw data and images or use "Real Money," which removes inflation from selected reports.
If you want to view recent reports you’ve run, that option is available under View Recent Reports.
You can also reset your selections by clicking Reset Selections, then manually select the reports you’d like to create again.
Generating the Report
Once you are happy with your selections, click Generate Report to create the PDF version of the report for your client.
Conclusion
I hope this was helpful! If you have any questions, please feel free to reach out to us at support@planwithvoyant.com. You can also click on the client's name at any point and select Request Support, which sends us a link to the client for access.
Thank you for listening!