Reporting

 

A reporting tool enables to define its own models

• The user can define its own models:
  • A model is a collection of texts or graphics objects defined by the user
  • An object can be used in many models
  • A model can be used for one or several clients
  • The number of models is not limited

• The user can adapt the reporting according to:
  • The knowledge of the client
  • The language of the client
  • ….

                          by himself

• It is possible to separate the definition of the models and their use:
  • Secure access to the definition of the models

• It’s possible to archive the generated reports in the database
  • Secure access to the clients reports

• The reports are based:
  • Either on the transactions
  • Or on the periodic statements
  • Or both

• The reporting can include the real estates but the other assets like :
  • Real estates
  • Artwork
  • Insurances
  • Airplane
  • Yacht
  • Loans
  • ……

Following the releases of CONCEPT or the evolution of Microsoft EXCEL, the user will get new reporting capabilities