Saved Reports; FTP Support; Structured Exports


Saved Reports

With this release, report automation comes one step closer with Saved Reports. Once you’ve set up a report, you can save complex report run-time specifications for later re-use. This time-saving feature is a prelude to the near-term release of report scheduling, currently under development. This release also introduces the FTP destination option.

Saved Reports can be automatically named at runtime with a combination of run-time attributes including:

  • Report Title

  • Portfolio ID

  • Portfolio Name

and the like.

Structured Exports

New structured exports provide a foundation for bulk data downloading and sharing. Designed from scratch, these new exports are designed to work together to feed other systems or models, and run much faster than the previous set of exports.

james kocis