(TRAINING) ⚙️The Basics – Scenario Setup, Planning Page, Client Report (March 19, 2025)
This three-part training series guides you through creating spousal retirement projections in Snap, from initial data entry to interpreting results and building automated, customized client reports. You'll learn how to navigate both the Scenario Setup and Planning pages, then finish by designing a reusable Client Report template that instantly generates tailored reports for your future clients—saving you time and enhancing client experience.
In this article:
- 1
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A focus on Scenario Setup (February 5, 2025)
This 20-min session focuses on the Scenario Setup, helping you connect the information you enter in this first step to what you will see later on the Planning pages.
- 00:00 Introduction and the importance of Scenario Setup
- 03:30 Navigating to the Scenario Setup pages
- 04:20 Setting Scenario Assumptions
- 06:25 Entering and Adjusting Financial Details
- 17:05 Brief Introduction to the Planning Pages
- 2
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A focus on the Planning Page (February 25, 2025)
This 20 minute session continues from the previous video and focuses on the Planning Pages. It shows how you can further fine-tune your projections through the tools available on this page.
- 00:00 Introduction
- 02:25 The Planning page structure and navigation
- 04:20 Customizing projections on the Planning page
- 06:40 Entering Contributions and Withdrawals using manual overrides
- 10:00 Cash Flow management (CFM)
- 13:25 The Details tables and Charts
- 16:30 Updating Base Expenses and managing shortfalls
- 19:06 Using the Recommendations Feature
- 3
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A focus on the Client Report (March 19, 2025)
This 25 minute session continues from the previous video and focuses on the Client Report and how you can customize it to fit your client.
- 00:00 Introduction
- 01:30 Previous live sessions
- 02:10 Navigating to the Client Report and Overview
- 05:05 Report Builder in detail
- 12:45 Report Editor in detail
- 17:30 An alternative way to view and select pages for your report
- 20:10 Customizing the cover page
- 21:35 Generating the PDF of the report
Although this wasn't included in the video, you can also quickly create a report that includes only Snapshots using filters in the Report Builder. This article shows how and provides more Quick Tips for Reports and SnapShots.
- Upcoming Training and Q&A Sessions
Would you like to attend similar sessions live? Join us at one of our upcoming Q & A sessions, where we typically review new features and create a basic plan.
We're also available for one-on-one support by phone, email, and screen sharing. Reach out to us at [email protected] or 1-888-758-7977 Option 1.