Reporting Component
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.
Video Highlights
Configurable reporting without developer support
End users can design, manage, run, and distribute reports directly within Genesis, enabling teams to configure reporting workflows without requiring developer involvement.
Flexible data filtering and scheduled distribution
Users can configure data sources, apply dynamic filters, schedule report generation, and automatically distribute outputs to configured email groups and downstream systems.
HTML and Excel template-driven outputs
The reporting module supports configurable HTML, PDF, and Excel templates, helping firms generate client-ready reports and operational documents with greater speed and flexibility.
Platform Overview
Features & Capabilities
Automated Report Generation
Generate automated and on-demand reports from diverse enterprise data sources.
UI-Based Data Management
Select data sources, rename fields, apply filters, and manage distribution channels.
Scheduling Manager
Automate report generation with configurable scheduling and execution workflows.
Dynamic Excel & PDF Templates
Generate Excel and PDF reports dynamically using configurable reporting templates.
Email Distribution
Deliver reports and notifications through application-driven email distribution capabilities.
Integrations
Enterprise System Integration
Seamlessly integrates with external enterprise applications and financial data systems.
Integrations
User Management Integration
Connects with dedicated User Management Servers to control permissions and secure access.
Integrations
Foundation Reporting Compatibility
Compatible with Foundation Reporting modules for expanded enterprise reporting functionality.
Customization
Configurable Reporting Parameters
Configure filters, data parameters, and scheduling options to tailor automated reporting workflows.