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  • 04 November 2022 Kyle Nolan created this task

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    Need PDF format reports to provide clients. Online link is fine, but it won’t suffice with most who want something tangible to later review and keep.

    04 November 2022
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    This would be great on so many levels. For those wanting to inform family members about planning, it’s would be a very helpful adjunct.

    01 January 2023
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    For advisor work, we need reports to document plans and discussions and clients want to sit across a table and review with you.

    02 January 2023
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    Retweet. Client reports would be helpful. Start simple, high level.

    04 February 2023
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    Would love this for the lifetime users too, not just pro

    04 April 2023
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    This would be a very important addition. Why? The various outputs generated in Projection Lab are awesome. As an advisor, these outputs are very detailed but very “visual”. This allows for shorter reports rather than 30-40 page reports generated by many planning tools. The PDF reports would also be a big help while reviewing the progress towards achieving client goals between reviews. These reports would also be important from a compliance perspective.

    16 April 2023
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    I really really like the idea of being able to print reports. Just for personal use, having something printed out and tangible is would be great. (Primarily because it’d be easier to communicate and share with other members of the family).

    I don’t know that this needs to be locked behind Pro, at least not fully (competitors have the option to print reports for their $100/yr tiers), maybe Premium users could get a watered down version?

    Something like: Premium gets one or two canned reports. Pro users can tailor the printable reports for what they/their clients want to see, add their logo, etc.

    20 May 2023
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    Would love to provide PDF reports for clients as well as sharing with my family.

    04 June 2023
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    PDF for me to share with my Advisor as a client whose advisor does not and may not sign up with PL (yet!)

    27 June 2023
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    As a lifetime (but non-pro) user, I would love to be able to make PDF reports, even though I don’t have clients! A few use cases would be: - Sharing with my wife, who isn’t going to learn the details of ProjectionLab :) - Archiving alongside other key paper financial planning documentation - Sharing with a financial planner

    28 June 2023
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    I agree with the others on this one. This would be a great feature to have in PL. Even though so much is digital now, it is still nice to be able to print reports, etc. It is useful for sharing with a spouse, for keeping with other important records, and hopefully never, but if PL goes away one day. Having a paper backup is just always a nice thing to have.

    22 July 2023
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    Here are a couple of “requirements” that I can think of off the top of my head:

    1 - be able to print my age range (much like you already can select on most graphs in PL now). 2 - be able to select the items for the report. scenario 1 - Maybe I just want the cash flows for years 50 to 55. scenario 2 - Or maybe I want the tax analytics and cash flows for years 50 to 60. - be able to give the report a name - have a “generated on” date timestamp printed on the report (good for going back and looking at old reports)

    22 July 2023
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    As an individual user, I would be delighted with the ability to print/pdf the screens easily. Creating a new format for reports that provide all the info is even better thought.

    07 August 2023
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    Just giving this suggestion some love

    Love to be able to share a PDF report from my projections, would be great to share with financial advisors to understand if I’m modeling things correctly as well as loved ones :)

    16 August 2023
  • 16 August 2023
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    Adding on to the chorus with a personal example. The ability to display and export (CSV and PDF) a report showing expenses down the left, years across the top, then below that again income down the left, and again assets down the left below that. both projected out to the right each year.

    Usage: I just walked someone through the next ten years of their life, showing when they will run out of money in assisted living. Being able to share that info with someone else outside PL would be very helpful.

    01 September 2023
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    The ability to export PDFs for my personal archive would be great. Further, CSV exports would be nice for incorporating into other spreadsheets I have for my finances. This applies to all paid subscription tiers.

    31 December 2023