Overview

Finvisage enables the user to perform both operational and regulatory reporting.

Navigating to the reporting section

From the side panel menu, click on Reports. This will open the screen to run and view reports.

The reporting screen has two panels.

The first panel named New Report allows the user to run reports based on user selection.

The second panel named Existing Reports allows the user to download run reports in an excel format.

Running a new report

From the New Report panel select the desired report type. This populates the available reports within the selected type within the Reports dropdown.

Select the desired report. The report may ask for additional parameters such as entity and date filter. Enter the desired values for the report and click on Run Report button.

This will create a reporting task in the background within the Existing Reports panel. Refresh the task in a few seconds to see if the report is complete. A completed reporting task will have an excel icon as shown in the image above.