Reporting

The Reporting menu allows you to view and create standard reports from several different categories based on your licensed modules.

You can save specific sets of report parameters as reusable favorites, group favorites into report packets, and create customized reports using the Report Writer tool.

  • Viewing Reports
    You can view and download reports on the View Reports page.
  • Creating Reports
    You can create and generate standard reports, favorite reports, and report packets.
  • Generating Reports
    You can choose to generate reports immediately or schedule a report to generate in the future.
  • Customer Profitability Report Parameters
    You can adjust parameters for customer profitability reports. Some parameters are report-specific while others apply to all reports.
  • Organization Profitability Report Parameters
    You can adjust parameters for organization profitability reports. Some parameters are report-specific while others apply to all reports.
  • Pricing Reports
    You can generate and view multiple pricing reports on the Create Reports page.
  • Financial Reporting Parameters
    You can adjust parameters for financial reports. Some parameters are report-specific while others apply to all reports.
  • ALM Report Parameters
    You can adjust parameters for Asset Liability Management (ALM) reports. Some parameters are report-specific while others apply to all reports.
  • CECL Report Parameters
    You can adjust parameters for Current Expected Credit Loss (CECL) reports. Some parameters are report-specific while others apply to all reports.
  • Setup Report Parameters
    You can adjust parameters for setup reports. Some parameters are report-specific while others apply to all reports.
  • Report Writer
    The Report Writer lets you create reports that you can write and define using data stored in Financial Performance Suite.
  • Exporting to Synapsys
    You can export your Financial Performance Suite (FPS) data to Synapsys using the Account Profitability Export report.
  • Creating Report Favorites
    You can save a standard report with defined parameters as a favorite report for quick and easy access.
  • Generating Report Favorites
    You can generate saved favorite reports on the Favorites tab on the Create Reports page.
  • Copying Report Favorites
    You can copy a saved favorite report to create another favorite report on the Favorites tab on the Create Reports page.
  • Modifying Report Favorites
    You can modify a standard report that is saved as a favorite report on the Favorites tab on the Create Reports page.
  • Sharing Report Favorites
    You can share a favorite report with other users from the Favorites tab on the Create Reports page.
Parent topic: Financial Performance Suite