What is the “Reporting Process”
The “Reporting Process” Reporting Process in the context of Cinnamon Reporting software is the process to produce flexible, high-quality output about products or clients. A typical An overall sample reporting process can be summarised in the following diagram:
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Diagram showing the following steps
Data gathering / warehousing
Calculations / Business logic
Data quality controls
Draft report production
Content creation & translation
Final report production
Report sign-off
Report distribution
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A Cinnamon Reporting Solution will consist of multiple components that interact to control, monitor & automate the full above shown overall reporting process:
Investment management system (PMS, Core banking)
Data warehouse
Workflow tool
Cinnamon Reporting & Portal services
Cinnamon Reporting & Portal
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Services
The Cinnamon Reporting & Portal services support the production & distribution of reports by supporting the following sub-processes:
Sub-Process | Description |
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Report ordering | Reports can be ordered from Cinnamon as
A Read more under Report Ordering (Features) |
Report scheduling & execution | Cinnamon overviews the availability of data and compares the data to the report orders with the goal to automatically triggers any report execution that is matching the newly available data
When a
Read more under Report Production (Features) |
Report rendering |
Online reports don’t need any server-side rendering, as the rendering typically is done by the web browser. Read more under Report Rendering (Features) |
Report delivery |
Read more under Report Delivery (Features) |
Overview of Report Executions serving into the Monthly Reporting Workflows
The following overview shows the production process for a periodic order by usage of scheduled or ad-hoc executions within the context of monthly reporting workflows:
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