Reading the report
Understand what each part of the report shows, customize which sections appear, and download the PDF.
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Introduction
The report is the client-facing document built from a needs analysis. This page covers how to open it, edit it, choose which pages it prints, and download the PDF.
Opening the report
On the analysis page, click Preview report. The report opens in preview, showing the document as the client will see it. The first time you open it, Helix drafts the purpose, goals, concerns, and next steps. While it writes, the download button reads Writing the summary.
To go back, click Back to the analysis. Click the title to rename the report.
What the report contains
| Page | What it covers |
|---|---|
| Title Page | Client name, advisor name, and the date. |
| Table of Contents | Each page in the report. |
| Client Overview | The purpose of the analysis, the client’s goals, and their concerns. |
| Net Worth Statement | Assets, debts, and net worth. |
| Risk Overview | The risks that apply to the client. |
| Risk Analysis | Each risk in depth: sized amount, existing coverage applied, and the reasoning. |
| Next Steps | Action items for the advisor and the client. |
The Risk Analysis page also shows the solutions you built and the coverage already in place, with the estimated premiums.
Editing the report
Click Edit to change the report in place. Click Preview to switch back to the read-only view. You can:
- Click text to rewrite it. Click a page title to rename it.
- Click an amount or name to correct it.
- Hide a row from the net worth statement. Every total recalculates without it.
Click Redraft the narrative to have Helix write the text again from the current figures. If you rewrote any section, DNA lists them and asks you to confirm, because redrafting replaces your wording.
A banner appears if the figures change after the narrative was written, or if a rewrite no longer applies because the generated text changed. Redraft the narrative to bring the report back in line.
Choosing and ordering pages
Click Customize, then Pages. Each page has a switch to leave it out of the report and a handle to drag it into a different order. Click Save changes to apply. Changes carry through to the downloaded PDF. DNA keeps hidden pages on the analysis, so you can turn them back on later.
Customize also opens your branding. Whatever you have set under Practice Branding flows through to the report.
Downloading the PDF
Click Download at the top of the report. DNA saves your latest edits first, then returns a color PDF named with the client and the date, such as Needs-Analysis-Jane-Smith-2026-10-08.pdf. There is no black-and-white option.
If the analysis is out of date, a refresh banner appears above the report. Refresh before you download so the PDF shows current figures.
Sharing with the client
The PDF is a standard file. Email it, attach it to a meeting invite, or upload it wherever you share documents with clients today. DNA does not send the report directly to the client, so you stay in control of when and how they see it.