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ViewPoint Reporting: Summary
- Easy and instant reporting
- Library containing over 250 report templates
- Virtually infinite custom reporting
- Multiple report formats including Microsoft Word and Excel
- Exported in a variety of formats e.g. Word, Excel, Access, CSV, XML
- Report specific selection criteria to expand or narrow report results
- Simple exception reporting
- Results displayed on screen or direct to printer
- Copy to clipboard, paste in Microsoft Word or Excel
- Easy to create and customise content and layout of templates
- Import and Export Report Templates
ViewPoint Reporting: Detailed
- Report Libraries
The report library has been gradually developed and constantly enhanced to represent the ‘best of breed’ in report content and design. Each report has its own relevant selection criteria so that the report results can be expanded or narrowed depending on each user’s needs.
There more than 250 commonly used reports available within the standard ViewPoint libraries. There are 3 formats – Microsoft Word Reports, Microsoft Excel Statements and ViewPoint Standard Reports. Once generated the Standard Reports are designed to be non-editable standard control reports however the Word Report s and Excel Statements offer all of the formatting and calculation features available in Word and Excel.
Unlike most reporting packages ViewPoint believes that building report templates should not require specialist IT programming skills. All the report templates can be very easily customised or new report templates created using the built in template wizard.
- Custom Reporting
Custom Reporting is a very comprehensive ad-hoc reporting feature that includes the ability to save report designs for later / repeated use by the either the report designer or by all users if preferred.
With over 20 custom report categories, 100 report types, each with between 20 and 150 possible field / column headings the variations of custom reports that can be generated is virtually infinite.
The feature is designed to be as simple as possible to use it does not need the involvement a report writing specialist to design and develop the report template. e.g. Report on all shares of managed entities held by James Smith
Process:
- Select the report category e.g. Entity
- Select the report type e.g. Shareholding
- Select the fields / report column headings e.g. Shareholder, Company name, No. of Shares Held
- Select the selection criteria e.g. shareholder = James Smith
Result:
All shareholdings of James Smith in the system will be instantly displayed and can be exported in a variety of formats or simply copied to the clipboard. If you want to change the report simply click design to add or remove fields.
Administrator Reporting: Scope & Examples
- Administrator: Report Libraries
The reporting is focussed on the client and entity information, e.g. general client information, compliance, address information and statutory details, etc. For ease of identification or user selection, the reports are categorised by content, e.g. master file, entity, statutory, etc. Below is a short list of some of reports available in Administrator.
In recognition that certain information may be sensitive e.g. beneficial owner, PEP clients, etc. and not for general user viewing there is an optional security feature to limit the report findings to records that the user is authorised to view. |
- Administrator: Custom Reporting
Administrator has 5 custom reporting categories, each of which have between 3 - 14 report types available. Each report type has between 20 to more than 100 fields available which provide users with millions of variations of possible reports.
The below screen shot shows the custom report design for generating an ad-hoc report to show the shares held by a specific person in all managed entities - it really could not be any simpler. |
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