Using Report Editor features to their full potential

Structure your text with headings and normal text

• You have four options: Normal font, Heading 4, Heading 3, and Heading 2.
• Having a clearly defined structure with sections and subsections is beneficial to both the financial advisor and the clients. You can convey your advice better and emphasize important parts. A few informative headings can help the client scan the plan in search for specific information.

Use B I U icons to apply the most essential formatting to your text such as bold, italic, and underline.

• You can also use your keyboard shortcuts for this, such as Ctrl/Cmd⌘+B, Ctrl/Cmd⌘+I, Ctrl/Cmd⌘+U

Organize your text or action items by using lists.

• You have three options: numbered, bullet points, and checklists.
• Start a line with * or - followed by a space for a bulleted list.
• Start a line with 1. followed by a space for a numbered list.
• Use the icon for Checklists.
• Checklists enable you to keep track of client tasks seamlessly. Click on the empty circle beside the item to put a checkmark in. Click again to remove it.

Insert a separator line between sections on the same page.

• This may allow you to have two or more major sections on one page instead of using standalone pages.

Within the Report Editor, on the pages that support this feature, you will find them on the right side.

Begin with typing a sentence that would contain your variable then look for the applicable variable in the library and click on it with your mouse cursor. This will place the dynamic value in the text editor where your text cursor is located.

For example,

• In this blank line, we will type the following text: Avoid depleting financial assets before you both turn and then we will leave the sentence hanging, waiting for the actual value to be inserted.

  

• We will find the value in the library of variables. In our case, it is called Life Expectancy (John). The result will look like this:

  

  
  

The list of variables is quite long. You can easily search for them by typing their name in the search field.

By default, you will see the library of all variables that apply to your scenario. You can choose to expand this list even further to also include other items that are inapplicable to your current scenario but may appear in future scenarios.

If the page also supports the pre-populated templates feature, you will see new lines in your text editor that currently don't apply to your scenario with values N/A. To hide them, uncheck the inapplicable variables.

This option is useful when you are creating a template for yourself to apply to a wide range of future scenarios.

Focused mode (Included Pages only):

This is the default mode in Snap. Your navigation pane is focused on the pages you chose for your report in the Report Builder > Included Pages:

• These pages appear in the same order as in the list of Included Pages – this could be your custom order or Snap’s default order, depending on your settings. 
• Use this mode to construct comprehensive reports tailored to your clients. You can also use it to focus on Snapshots only by using the Snapshots Only filter in the Report Builder > Included Pages.

Simplified mode (all pages):

To access this mode, disable the Included Pages altogether. Go to Report Builder→ Included Pages and click Disable.

Your Report Editor navigation pane will display the list of all pages applicable to your scenario in a structured way.

• This mode allows you to easily scan through the list and locate pages you need by categories.
• You can include/exclude pages from your final report by clicking on the little circles to the right of the page name. A checkmark means the page is included, and an empty circle means the page is excluded from the final report. Hold the Shift key on your keyboard when clicking on these circles to apply the change to all pages (i.e. to include all or to exclude all). 
• The order in which these pages appear in the navigation pane is NOT the order in which they will appear in the final report. The pages will always print in Snap’s default order (you can view what it is in the article about pages)
• Use this mode when the order of pages doesn’t matter to you — when you’re only interested in printing out something specific (for example, a summary of Insurance Policies or contributions/withdrawals from an RESP).