FAQs: Modular Reporting

Everything comes from the client's record in Timeline: the FactFind you choose, their risk profile, their financial plans, the IHT Planner and their investment accounts. Nothing is typed in twice. If you update the client's data after creating a report, open it in the editor and click Refresh data.

Only for the sections that use them. FactFind sections need a completed FactFind, risk profile sections need a completed risk profile, and financial plan sections need a plan. If something is missing, Timeline tells you while you're creating the report, so you can complete it first or leave those sections out.

Yes. Click Open in editor to change any of your own text before you download or send the report. Refresh data updates the charts and tables without touching what you've written.

Charts and tables reflect the client's data in Timeline. To change one, update the plan or the client's record, then click Refresh data in the editor.

The four default templates (Switch Report, Financial Plan, Risk Profile and FactFind) are a starting point. To make your own version, duplicate one in the Template Centre and edit the copy. You can edit and delete the templates you create. See Build reusable report templates in the Template Centre.

Yes. Add a custom section to any template you create and write your own text, with images if you like. Custom tags fill in client details such as names, retirement age, risk score or account balances, so the same template reads naturally for every client.

Yes. Your logo and brand colours, set in your account settings, are applied throughout the report.

Yes. When you create a report you can compare the current portfolio with another one, including the costs of each, and compare up to three financial plans. See Show the value of a switch: compare portfolios and plans in a report.

Click Download to get a PDF named after the report title, or click Continue to sending to email it to your client from Timeline with your own subject line and message.

Yes. Timeline keeps each report in the client's Documents, listed as a Modular Report, so you can find it again later.