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You can generate standard reports and custom reports about your organisation's trade activities through the Reports area of the system. The reporting tasks you can perform depend on your security rights for working with reports.
See examples of the Standard Reports and Custom Reports listing pages.
Note: The Reports area incorporates a third-party tool, WebIntelligence, for reporting functions.
To perform reporting tasks successfully in the system, it is important to understand the following concepts:
For most users, your work with reports will most often involve generating a report from one of the following two listing pages in the Reports area:
The Standard Reports Listing displays reports that are available to everyone in your organisation (and its subsidiaries or branches). Standard reports include reports created by your bank or created by someone in your organisation and then saved as a standard report so that everyone in your organisation can view them. All users with security rights to the Reports area can create and edit standard reports; however, you can only edit standard reports that someone in your organisation created.
The Custom Reports Listing. displays reports that are available to everyone in your organisation. Custom reports include reports created by you and saved as a custom report. All users in your organisation with security rights to the Reports area can create and edit the custom reports that appear in your own Custom Reports Listing.
The report name and its short description displays in the Standard Reports Listing and Custom Reports listing pages. To generate a report that displays in the listing, click on the report name link in the Report Name column. After you generate a report, you can perform actions on the report, such as creating a copy and downloading the data.
The two basic mechanisms you use for generating reports are the reporting universe and queries. You build a query for a report by selecting objects from the universe and then defining conditions and settings to filter the data and format the report. You perform all of these report design tasks in the web panel.
To actually retrieve the data for a report, you must generate the report, which runs the report query you designed. When you generate the report, the system retrieves your organisation's Trade Services data mapped to the objects you selected for the query, and then generates the report you designed with the data in it. The system then displays this report in the Report page.
The first step in creating either a standard or custom report involves designing the report in the web panel, an applet component of the WebIntelligence third-party reporting tool. The web panel displays in the New/Edit Report, Step 1 page and includes the following three tabs, which are selected at the bottom left of the panel:
The Results tab allows you to add objects to the query, order their appearance, add breaks, sorts, and sections, and insert calculations and counts.
See an example of the web panel with the Results tab active.
The Conditions tab allows you to set up data rules and conditions to search for only certain types of data or return values. For example, you can specify total amount for a particular type of instrument.
See an example of the web panel with the Conditions tab active.
The Settings tab allows you to format your document by entering a document title, changing the font, adjusting cell widths, colors and borders, and by determining how data is displayed (for example, by including prompts.)
See an example of the web panel with the Settings tab active.
You can perform different actions in the Reports area, depending on what page is displayed and who created the report. The table below summarises the actions you can perform from each page in the Reports area.
Note: If you have security rights to view, create, or delete reports, you can perform all reporting actions. If you do not have security rights to reports, the Reports area will not be available to you. For some actions, you can only perform the action for reports you have created.
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Action |
Description |
Available from page... |
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Generate a report |
Generates a standard or custom report and displays it in the Report page. If applicable, you will be asked to provide information in prompts on the Specify Report Criteria page before the report is generated. For more information, see Generating Reports. |
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Create a new report |
Allows you to create a new standard or custom report using the web panel. After the report is created, it appears on the Standard Reports Listing or Custom Reports Listing, as appropriate. For more information, see Creating Reports and the WebIntelligence User's Guide. |
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Create a copy of a report |
Creates a copy of a report and saves it as a standard or custom report. You can then edit the report's design, if desired. For more information, see Generating Reports. |
The Report page for the report you want to copy. |
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Download a report to your local drive |
Downloads the content of a generated report to a local file. You can then open the file in a spreadsheet application for further formatting and analysis. For more information, see Downloading Reports. |
The Report page for the report you want to download. |
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Edit a report's design |
Allows you to work with the report design in the web panel. For more information, see Editing Reports. Note: You can only edit the design of a report that you created. |
The Report page for the report you want to edit. |
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Delete a report |
Deletes the report from the system. For more information, see Deleting Reports. Note: You can only delete a report that you created. |
The Report page for the report you want to delete. |
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Save a custom report as a standard report |
Saves a custom report that you have created as a standard report that will be available to everyone in your organisation. For more information, see Generating Reports. |
The Report page for the report you want to save as a custom report. |