What is a Balanced Scorecard for Bank Branches? Balanced Scorecard Reports are considered KPI tools and are used by bank executives and managers to measure branch performance. Some of the main functionality in this type of strategic report is that it presents a total score per bank branch based on a series of strategic KPIs. […]
What is a Securities by Category Report for Banks? Securities Reports are considered portfolio analysis tools and are used by investment managers and analysts to monitor market- and book values of different security categories. Some of the main functionality in this type of report is that it is parameter driven and for any select group of […]
What is a Trended Securities Summary Report for Banks? Trended Securities Summary Reports are considered monthly trend analysis tools and are used by investment managers and analysts to monitor monthly trends in their portfolio. Some of the main functionality in this type of monthly trend report is that it dynamically lists months up to the current […]
What is a Securities Summary Portfolio Report for Banks? Securities Portfolio Reports are considered analysis tools and are used by investment managers and analysts to monitor the market- and book values of different securities. Some of the main functionality in this type of dashboard report is that it combines charts, figures and exception highlighting to optimize […]
What is a Deposit and GL Reconciliation Report for Banks? Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality in this type of report is that it for any given GL account chosen by the user […]
What is a Loan and GL Reconciliation Report for Banks? Reconciliation Reports are considered data control tools and are used by accountants to help ensure that loan-related transactions tie to the General Ledger. Some of the main functionality in this type of report is that it for any given GL account chosen by the user […]
What is a Securities and GL Reconciliation Report for Banks? Reconciliation Reports are considered monthly data control tools and are used by accountants to help ensure that securities-related transactions tie to the General Ledger. Some of the main functionality in this type of report is that it for any given GL account chosen by the […]
What is an Expense Variance Report for Banks? Expense Variance Reports are considered financial control reports and are used by controllers and department managers to monitor actual expenditures compared to the budget. Some of the main functionality in this type of control report is that it dynamically expands expense accounts down the rows and summarize […]
What is a Trended Regulatory Report for Banks? Trended Regulatory Reports are considered government compliance reports and are used by CFOs, Controllers and Compliance Reporting Managers to provide key financial metrics in a specific reporting format. Some of the main functionality in this type of compliance report is that it is a standard format that […]
What is a Trended Balance Sheet Report for Banks? Trended Balance Sheets are considered analytical financial reports and are used by executives and CFOs to track monthly trends in assets, liabilities and equity. Some of the main functionality in this type of report is that it dynamically expands months across the columns based on the […]
