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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

  • Ad-hoc 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 start an Report Execution that correctly produces the desired output.

Report scheduling

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.

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)

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