Transcript:
In today’s training, we’re going to be reviewing Voyant’s Reports section and doing a deep dive into all of the different ways you can configure your Voyant reports.
I want to start by pointing out the Review, Configure, and Generate section. As we start to add different reports to our report set, you’ll see this section begin to populate.
One thing you can do for your cover page, especially if you are a paraplanner, is go to Configure and then select who the report is presented by. So, if you’re running a report for an adviser and you want to show them as the report presenter, you can select their name from this dropdown.
The next thing I want to show you is how to configure the different reports. We’re going to select a plan, and I’m going to use our Base Plan for this first example. We’ll select the reports that we want to include in this report set, and once they’re selected, we can go anywhere we see these three dots and configure the various reports.
For example, in the Financial Summary Report, you can select Configure. From here, you can change the chart type if you’d like, turn different insights on or off, and even include notes at the bottom for your clients to see.
I’m going to save that.
For detailed reports, like the Cash Flow Report, you can again go to Configure, and this time you can specify the timeline you want the report to run for. So, if you don’t want to show 50 years of cash flow, you could condense this down to a shorter period of time — maybe the next 20 years. You could also choose to show every fifth year or just the first five years.
We’ll click save for that one as well.
Once you have a report set that you use regularly, you can save it so that you don’t have to go back and reselect the reports every time. To do this, select Save as Report Set. You would then give the report set a name — for example, “Retirement Planning Report Set” — and click save.
Now you’ll see this saved in the dropdown under Report Sets, and the software will automatically prepopulate those reports for you in the future.
You can also create plan comparisons. For example, if you wanted to compare another plan, we could select our Long-Term Care Plan and apply the same report set. The report will then generate a side-by-side comparison between the two plans.
You’ll see items like Plan Facts and Assumptions shown first for the Base Plan and then for the Long-Term Care Plan, and the report will continue through the sections in that same comparison format.
If you want to change the placement of any reports within the report set, they can simply be clicked and dragged into a different order.
Once you have a report set configured the way you want, click Generate Report. This will download a PDF version of the report for you to review. The generated reports will also appear in your dropdowns so that you can quickly access them again later.
You can then look through the report and make sure everything appears the way you’d like. Any notes that you added will appear at the bottom of the relevant report sections.
If you ever need to export the raw data from a report, you can do that as well.
I’m going to reset my selections here. With detailed reports, such as the Cash Flow Report, you have the option to export both raw data and images. If I choose to export the raw data and images and then generate the report, the software will download both the PDF version and a ZIP file containing the exported assets.
The images will appear as separate files that you can copy and paste into other documents, and the tables will be exported into an Excel workbook so that you can further analyze or repurpose the data as needed.
I hope this has been helpful. If you have any questions about reports or anything else you’re working on, you can always click the name of your client in the top right-hand corner, select Request Support, enter your question into the text box, and share client access.
Thanks for listening.