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 Sub-Processes

The Cinnamon Reporting & Portal services support the production & distribution of reports by supporting the following sub-processes:

Sub-Process	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. 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 `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) Read more under Report Production (Features)
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. Read more under Report Rendering (Features)
Report delivery	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) Read more under Report Delivery (Features)