Reporting (57)
Reporting enables you to get any piece of data out of the system in any shape you like. Our tools allow you to work with that data, transform it, or export it to 3rd party systems.
Reports View
The Report view enables you to view and edit basic information about any Report, regardless of the custom type of 3rd party reporting services it may connect to. Reports are used to reach 3rd party reporting services and connect to them to call and execute custom reports passing any relevant parameters from the system.
SSRS Reports
SSRS Reports are a type of Report that connect to SQL Server Reporting Services to execute any pre-built report.
Reports
Reports provide the ability to interface with 3rd part reporting providers to call them and produce professional tailored reports automatically from the system.
Query Runner Step Parameters View
Query Runner Step Parameters are used to determine the values that should be passed to the parameters for the handler of the step each time the step is run. These parameter values can be different on each run of the step depending on the query runner results, or formula evaluation, ensuring you can generate different files according to your requirements.
Query Runner Step View
A Query Runner Step is used to generate a file for each result returned from running the main SQL Wrapper associated with the Query Runner. These files are generated by Runner Handlers (standard ones are SQL Wrappers or Reports, but can be extended with custom entities through the API). This provides an easy way to produce multiple reports using different parameters automatically from a single Query Runner execution.
Query Runner View
The Query Runner view enables you to view and edit the basic information about an overall Query Runner. The most important property of the Query Runner is the SQL Wrapper it will use to enumerate all the results and execute the Query Runner Steps - such as producing reports.
Query Runners
Query Runners are designed to allow you to execute query processes multiple times with different parameters. This enables you to call a query process (such as a sql wrapper export, or report) multiple times; once for each setting you want changed, and then be able to download all the generated files at once.
For example this would allow you to run an investor quarter end report, once for each investor, and end up with a report generated pdf for every investor that you can download, or upload to an associated portal.SQL Functions View
The SQL Functions View enables you to create, edit and view SQL Functions for various different types within the application. Each one has an associated .net clr assembly containing the corresponding clr function that can be called from within sql.