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Quick start: generate your first report (PDF)

Generate a PDF leave-behind from Financial Insights with Print Report.

Create a PDF from the client's scenario using Print Report and Report Wizard.

Before you begin

  • The client must already have at least one generated scenario in Financial Insights.

  • Open or select the scenario you want to use, then verify the scenario shown in Report Wizard.

  • Confirm that Current Scenario shows the correct scenario before you open Print Report.

Steps

  1. In Financial Insights, confirm the scenario shown under Current Scenario.

  2. Select Print Report. Planworth opens Report Wizard.

  3. Start with New Report, Basic Report, Full Report, or a saved option under My Templates.

  4. Confirm the Current Scenario shown in the wizard.

  5. If you want to compare the scenario with a saved version, choose it under Snapshot to Compare. A Snapshot is optional.

  6. Review Pages In Report and Pages To Add To Report. Add, remove, or reorder pages as needed.

  7. Select Generate PDF Report, then download and review the file.

Report Wizard for Jordan and Sam Lee with the scenario, snapshot, template choices, page list, and Generate PDF Report control

What happens next

Report Wizard shows the scenario, template, pages, and optional Snapshot comparison selected before generation. These selections do not guarantee how every item will appear in the output. Download the PDF and verify its scenario, page order, wording, figures, and comparison content before sharing it.

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