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Infosheet

Infosheet is Infovest’s powerful client reporting solution that complements the Infostore data warehouse. Infosheet allows users to build unlimited report packs for their client reporting requirements (encompassing monthlies, quarterlies and factsheets), as well as allowing reporting components to be published as interactive dashboards.   Infosheet provides the following reporting capability: Unlimited report packs Time series

  • Editorial Team
  • May 12, 2021
  • 1 minute

Infosheet is Infovest’s powerful client reporting solution that complements the Infostore data warehouse. Infosheet allows users to build unlimited report packs for their client reporting requirements (encompassing monthlies, quarterlies and factsheets), as well as allowing reporting components to be published as interactive dashboards.

 

Infosheet provides the following reporting capability:

  • Unlimited report packs
  • Time series reporting & easy report regeneration
  • Powerful report design using SSRS
  • Powerful graphing capability
  • Customisable images & colour definitions
  • Flexible control over multiple commentaries
  • Hierarchical control over reporting elements and exceptions
  • Control over page exclusions
  • Customisable data overrides
  • Report preview – WYSIWYG
  • Auto page numbering & table of contents
  • Flexible and dynamic portfolio grouping
  • Publishing of graphs & tables as dashboards

We have built our reporting solution on Microsoft’s SQL Report Services (SSRS) platform. This strategy supports the following:

  • Enables the acceleration of report design
  • Provides access to a report design tool with tool powerful display and graphing controls
  • Opens our reporting solution to a widely available group of technical resources, thus enabling our clients to control their reporting independently from us wherever possible.