Reporting Process (Concepts Guide)

What is the “Reporting Process”

The “Reporting Process” in the context of Cinnamon Reporting software is the process to produce flexible, high-quality output about products or clients. A typical reporting process can be summarised in the following diagram:

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

A Cinnamon Reporting based solution will consist of multiple components that interact to control, monitor & automate the full reporting process:

Investment management system (PMS, Core banking)
Data warehouse
Workflow tool
Cinnamon Reporting & Portal services

Cinnamon Reporting & Portal functionalities

The Cinnamon Reporting & Portal services support the production & distribution of reports by offering the following funcionalities

Functionality	Description
Report ordering	Reports can be ordered from Cinnamon as Immediate orders (to be produced once and immediately from available data) Scheduled orders (to be produced periodically and triggered by the availablilty of data) A `Report Order` captures all information needed for Cinnamon Reporting to correctly produce the desired output driven by the data selected.
Report scheduling	Cinnamon overviews the availablily of data and automatically triggers any report order that is waiting for the newly available data.
Report execution	When a `Report Order` is triggered either immediately or by data availability, a `Report Execution` is created and the following steps are executed The `Parameters` from the order are read The `Report Type`, defining the structure of the ordered report, is interpreted All `Building Blocks` contained in a report type are interpreted using the selected data An `Abstract Report` is produced The abstract report is sent for rendering (if needed)
Report rendering	`Abstract Reports` can be rendered to user-friendly formats as Microsoft Word documents PDF documents Further document types on request (Powerpoint, Excel, etc.) Online reports don’t need any server-side rendering, as the rendering typically is done by the web browser.
Report distribution	Reports rendered as documents can be distributed by integration with e-mail systems archiving sytems Cinnamon Portal services Online reports can be distributed by Cinnamon Portal services Custom web portals (powered by Cinnamon React Web Components)