Empower Finance Teams to Create Their Own Reports
Enable finance teams to create reports in their tool of choice, Excel, without relying on IT help. Simplify the production of daily, weekly, and quarterly reports (e.g., branch profitability reports, average balance sheet, number and types of accounts originated, non-interest income by product, weighted average maturities, etc.). Create reports once, then refresh with parameters to create views by business line, branch, product, officer, etc.