Report Library
Short answer: The Report Library has 500 reports in 28 categories, from fund accounting and capital activity to trading, credit, real estate and treasury.
The Report Library has 500 reports in 28 categories, from fund accounting and capital activity to trading, credit, real estate and treasury.
Every report runs live against the shared data and shows:
- Four metric tiles — records, total, average and trend, each with its own chart
- A results table, with fund and as-of filters
- Export CSV and Print / Save PDF (a clean black-and-white document)
Each run’s metrics are stored, so the next time you open a report you see its last results. Download Workbook exports every table in the data layer as one CSV.
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