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Reports and report templates

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Configure report templates and create reports for a specific asset.

About reports

Creating reports is a recurring task for financial asset managers. With the portal, you can simply create reports based on the already existing content and structure of your asset’s dashboard.

Note

This domain is not accessible for production assets in conceptual stage. See Conceptual stage for production assets.

Views of the Reports domain

Enter the Reports domain in platform view, by selecting the dedicated domain tab for image-20250606-081535.png Reports at every organization level. Display your report templates and reports in two views: overview and quick view.

Overview

In the overview, you see a list of all report templates.

Overview of the Reports domain
Overview of the Reports domain

Quick view

Select a report template in the overview to display a quick view of its details in a side panel and find the corresponding reports there.

Name

Details

1

General info

View the report template’s details.

2

Created reports

View and download all reports that were already created from the template.

You can also find all reports in the Documents domain.

Quick view of a report template
Quick view of a report template

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