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How to build and generate a client report with Report Wizard

Choose a scenario, template, pages, and optional Snapshot comparison in Report Wizard.

Use Report Wizard to choose the scenario and pages for a PDF.

Before you begin

Open the client in Financial Insights and confirm the scenario you want to report on.

Build the report

  1. Open Financial Insights and confirm Current Scenario.

  2. Select Print Report.

  3. Start with New Report, Basic Report, Full Report, or an available option under My Templates.

  4. Confirm the scenario shown in Report Wizard.

  5. Optional: choose Snapshot to Compare.

  6. Review Pages In Report and Pages To Add To Report.

  7. Add, remove, or reorder pages using the visible controls.

  8. Select Generate PDF Report.

  9. Download and review the generated file before sharing it.

Report Wizard showing the scenario, optional Snapshot comparison, template choices, page list, and Generate PDF Report

Prepare a focused report or meeting leave-behind

Before generating the PDF, confirm Current Scenario, the selected report choice, the optional Snapshot to Compare, and every item under Pages In Report. If Generate PDF Report is unavailable or the PDF does not match the selected scenario, template, or pages, contact Planworth Support.

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