Reporting

Overview

The Reporting Component empowers organizations to generate reports driven by application data to promote informed decision-making. By integrating seamlessly with data sources and user management systems, the component supports both foundational and advanced reporting needs. 

Reporting delivers a UI-based toolkit to enable application end-users to configure, design, schedule and distribute reports. This fully empowers end-users to create and administer reports and ends the need to rely on developers to modify application code when reporting requirements inevitably change, making the firm more responsive to business and client needs.  

The Reporting component creates any type of document, ranging range from simple data-focused reports like csv or Excel files for internal teams to graphics-rich, client-facing documents like trade confirmations, invoices and portfolio proposals. 

Features & Capabilities

• Automated and on-demand report generation from diverse data sources. 
• UI-based tools that enable end-users to choose data sources, rename data fields, filter data and administer distribution channels 
• A scheduling manager to automate when reports are generated 
• Templates for dynamically generating Excel and PDF reports 
• Email distribution capability, driven by the application 

Integrations

• Seamless integration with external data systems and enterprise applications. 

• Integration with a dedicated User Management Server to control access and permissions. 

• Compatibility with Foundation Reporting modules for enhanced reporting functionalities.