Product Features Guide

Ordering of reports for clients/portfolios

Flexible support for reporting parameters

Flexible definition of relevant data sources and data formats

Re-usable reporting aggregation logic (Top-N, rest, sorting, grouping)

Translations & formatting of data

Set of re-usable building blocks that are used to compose reporting types

Provide flexible configuration of client reports by using building blocks and (business) parameters.

Provide support to enter more complex parameters or reporting artefacts (segmentations, dictionary, profiles etc.)

Report scheduling

Execution of ad-hoc or standing report-orders

• Gather data from data sources

• Trigger report delivery

Allow batching of multiple reports

Reporting monitoring

Render charts for inclusion in paper- and web-reporting

Render (abstract) reports to visually appealing reports in different formats (for different channels)

Allow global definitions for the visual layout (separated from report structure / report data)

Deliver reports to recepients via different channels (e-mail, archiving, web portals)

handle and store static and periodic content to be added to the reports like

• Monthly market commentary from Research

• Monthly mandate commentary from Portfolio Manager

• Banks logo, disclaimer texts

• Labels & translations

typically a customer specific workflow solution powerd by the reporting APIs

workflows handle processes like

• preparation, verification of data

• editing & translation of commentaries (in combination with Content Management)

• report approval & delivery (in combination with Report Delivery)