Reporting, Dashboarding &
Extraction Platform
Users can generate customizable reports and dashboards to suit their internal and external stakeholders. The Dynamic Extensions module allows information to be extracted and published across various channels — including websites, Office documents, data warehouses, and web services. Reporting workflows are streamlined and audit-ready, reducing manual intervention and increasing consistency.
Key Features
Custom Report Designer with Microsoft Office
Create bespoke financial reports directly inside Excel, PowerPoint or Word, tailored to the needs of your teams, clients, or regulatory bodies.
Multi-Channel Report Publishing
Ensure every report reaches its audience—regardless of format or destination.
Advanced Dashboard Builder
Enable real-time insights through user-driven dashboards with responsive design and multi-dimensional views.
Enterprise-Grade Output Channels
Seamlessly distribute data and visuals to your internal systems and third-party platforms with consistency and traceability.
Custom Report Designer with Microsoft Office
Create bespoke financial reports directly inside Excel, PowerPoint or Word, tailored to the needs of your teams, clients, or regulatory bodies.
- Intuitive drag-and-drop interface for building custom layouts
- Supports tables, pivot grids, charts, narratives and booklets
- Conditional Formatting tool to build complex structured tables
- Full control over formatting, branding, and visual consistency
- Templates for recurring use to ensure reporting efficiency
Multi-Channel Report Publishing
Ensure every report reaches its audience—regardless of format or destination.
- Export reports to Excel, Word, PDF, and PowerPoint in native formats
- Publish dashboards or KPIs directly to secure client portals and websites
- Support for HTML and JSON output for integration with digital platforms
- Automatically push data snapshots to shared drives or collaboration tools
- Compatibility with mobile and tablet viewing
Advanced Dashboard Builder
Enable real-time insights through user-driven dashboards with responsive design and multi-dimensional views.
- Wide variety of out-of-the-box Widgets to build your personalized dashboards
- Powerful table builder to extract any kind of information, either stored of calculated on the fly
- Responsive layouts for web and mobile users
- Conditional formatting and for fast decision-making
- Real-time refresh on screen for dynamic presentations
Enterprise-Grade Output Channels
Seamlessly distribute data and visuals to your internal systems and third-party platforms with consistency and traceability.
- Feed reports into internal tools or third-party solutions via web services
- Publish data sets to data warehouses in structured formats (CSV, XML, JSON)
- Generate reports in compliance-ready formats with digital signatures
- Scheduled publishing to shared folders, SharePoint, or secure portals
- Centralized log of every exported file, version, and recipient
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