US Reports: Deep Dive

Deep Dive into the Report Section in Voyant

In today’s training, we’re going to do a deep dive into the Report Section in Voyant.

I first want to draw your attention to the Review, Configure, and Generate section. Right now, since we haven’t selected any reports yet, we’re only seeing the cover page.

This section is also where you can configure your reports.

For example, you can configure who is shown as the report presenter. If you want the report to display yourself or another user in your subscription as the presenter, click Show More Users and select the appropriate person.

This is especially useful for paraplanners who may be generating reports on behalf of an advisor and want the advisor’s name shown instead of their own.

Selecting Reports

As we begin selecting reports, I also want to point out that you can choose which plan the reports are being generated from.

You can even include reports from multiple plans within the same report package.

Let’s walk through an example.

For the Base Plan, I’m going to select:

• Financial Summary
• Estate & Legacy Analysis
• One Insight Report
• One Cash Flow Report
• Assets Report
• Itemized Expenses Report

Now, if we look back at the Review, Configure, and Generate section, we can see all of the reports we just selected.

Reordering Reports

If you want to change the order of the reports, you can simply drag and drop them up or down in the selector.

If you’d like to save this setup as a reusable report package, you can do that as well.

Click to save the report set, give it a name, and save it.

Once saved, you’ll be able to access it later from the Select a Report Set dropdown menu.

You can also manage saved report sets at any time by selecting the management option to edit or delete them.

Comparing Multiple Plans in One Report Package

Now let’s say you want to show clients the difference between:

• Their current situation in the Base Plan
• A recommended What-If plan

To do this:

1. Click the current plan name
2. Select the plan you want to compare against
3. Begin selecting reports for that version of the plan

For this example, I’m selecting:

• Estate & Legacy Analysis
• Retirement Spending
• Assets Report

Now we can see reports from both the Base Plan and the What-If Plan included in the same report package.

You can also rearrange these so that matching reports appear side-by-side for easier comparison.

Configuring Individual Reports

Once the report layout is set, you can customize individual reports using the three-dot menu beside each report.

Example: Financial Summary

For the Financial Summary:

• I’m removing a few insights that are not relevant to this specific case
• I’m changing the chart style to the detailed cash chart
• I’m adding advisor notes to the report

Then click Save.

Example: Estate & Legacy Analysis

For the Estate & Legacy Analysis report:

• I only want to show Planned Legacy
• I can optionally include scenarios such as “Both Die Today”
• I’m adding an advisor note indicating this reflects the plan before estate planning recommendations

Click Save.

For the What-If version of the report, I’ll configure it separately and add a note that this version reflects the outcomes after implementing estate planning recommendations.

Customizing Detailed Reports

For detailed reports such as:

• Cash Flow Detailed
• Itemized Expenses
• Assets Reports

You can also customize the timeline shown in the report.

For example, if the plan spans many decades, you may only want to show the next 20 years.

To do this:

1. Open the report configuration
2. Set a custom timeline range

In this example, I’m selecting:

• Start Year: 2026
• End Year: 2046

You can also choose options such as:

• Every fifth year
• First five years only
• A fully custom range

You can also add advisor notes here if needed.

Click Save when finished.

I’ll repeat this same process for the Itemized Expenses report.

Generating the Report

Once everything is configured, click Generate Report.

After generation completes, the PDF will appear in the top-right corner of your browser as a recent download.

Open the PDF and review the output to ensure everything is displaying the way you intended.

Reviewing the Final Output

Inside the generated report, you’ll see:

• Advisor notes included in the appropriate sections
• Estate analysis details for the Base Plan
• Plan names displayed in the bottom-right corner of report pages

When reviewing comparison reports, you’ll also see the What-If plan clearly labeled so clients can distinguish between the scenarios.

For detailed reports such as Cash Flow Detailed, you’ll notice the timeline reflects the custom years selected earlier.

For example:

• Start Year: 2026
• End Year: 2046

The same applies to Itemized Expenses and other detailed reports.

Exporting Raw Data to Excel

One additional feature I want to highlight is the ability to export raw report data into Excel.

This is available for many of the detailed reports.

To do this:

1. Select the report you want to export
2. Open Data and Export Options
3. Select Export Raw Data and Images
4. Generate the report

Voyant will generate a ZIP file containing:

• The PDF report
• Excel spreadsheets with the raw data
• Exported chart images

The Excel files allow you to manually adjust or further analyze the data outside of Voyant if needed.

I hope this has been helpful.

If you have any questions, you can always click the client name in the top-right corner of the screen, select Request Support, enter your question, and share client access.

Thank you for listening.