reporting

We understand that any financial service company requires a comprehensive range of reports to provide information quickly, in real-time and in an easily understood format. In a rapidly changing business environment, firms must also be able to produce custom reports to satisfy ad-hoc requirements and to meet changing client demands.

Unity Elements’ built-in reports provide the user with key information at the push of a button to assist them in their duties. The reports interface includes filtering, sorting and grouping facilities that enable a single report to meet multiple requirements. Reports can be exported to various formats including Microsoft Word and Excel.

Ad-hoc reporting requirements are serviced by a set of tools that enable you to choose from a variety of fields and view them in the format of your choice. The ability to save and update reports means that your organisation’s reporting requirements can be met without the need for external expertise.