Enterprise Tools - Reporting

Reporting is our suite of tools aimed towards being able to retrieve all of your data from the system in any shape you want. You can then analyze, transform, and export this data to gain insights from it in anyway you like.

Reporting Features

Our Reporting suite of tools ensure you always have the ability to get to every piece of data in your LemonEdge system. More than that though we empower you to be able to retrieve that data for yourself without having to rely on partners, 3rd parties, or ourselves to do it for you.

All of our reporting solutions adhere to the following principles:

  • All queries are executed directly on the database, against your live data, as fast as possible
    • We do not create "data cubes" or other temporary data storage areas for reporting purposes. You don't have to run overnight processes to run reports on the data the next day
  • All custom calculations, such as IRR, are performed live within the database using our SQL Functions functionality.
    • We do not need custom processes that run outside of sql to calculate these metrics, that then store the results in an area you can report from.
      • This legacy approach has the added problem of meaning you always need the vendors support to calculate these metrics in using different attributes. That is not the case for our solutions, you can always calculate them however you like yourself.
  • All created queries are represented as a real stored procedure, or function, in the database that can be called by any 3rd party, not just our system, allowing easy integration
  • All created queries confirm to the platforms functionality ensuring you automatically get:
    • Permission adherence
    • Ability to run all queries "as of" any prior point in time
    • Ability to run queries within a Canvas
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In essence we make sure you can get to your data the way you want to, on your live data immediately, and that the results can be integrated into any other 3rd party reporting tool as easily as you would like.

The Reporting suite of tools consist of the following set of functionality:

  • SQL Wrappers
    SQL Wrappers support all of the reporting tools in the system. Datasets create an internal sql wrapper for you, as do Venn Sets. Pivots, Charts, Grids, etc all work against sql wrappers. SQL Wrappers at their core wrap custom sql - either system generated (through datasets, benn sets and the like) or hand-written, and integrate all that into the core LemonEdge platform itself to enable you to work and query that data any way you like.
  • GL Rollups
    GL Rollups enable you to create hierarchical GL specific reports that rollup account balances according to your reporting requirements. This enables you to easily create standard, and advanced reports, such as trial balance/p&l/capital account statements/etc.
  • Datasets
    Datasets allow you to easily design queries of all of the underlying data in your system. You can access all the data any way you like, including audit history, and even re-querying SQL Wrappers.
  • Venn Sets
    Venn Sets allow you to combine multiple queries together into one query, through set operators such as union, intersect and except.
  • Pivots
    Pivots allow you to take any result set from a sql wrapper and display that in a pivot table similar to excel. These pivots can then be drag+dropped anywhere in the system for users to instantly see them in a context sensitive manner.
  • Charts
    Charts allow you to take any result set from a pivot and display that in a chart similar to excel. These charts can then be drag+dropped anywhere in the system for users to instantly see them in a context sensitive manner.
  • Data Templates
    Templates provide the ability to create document templates that can be used automatically when exporting data from the system.
  • Reports
    Reports provide integration to professional 3rd party report production services. Currently the system automatically supports SSRS integration for reporting services, but through the report API can easily accommodate other custom providers such as Crystal.
    You can configure any 3rd party report to run against queries written using our reporting tools (such as dataset, or venn sets) which create underlying functions that they can call directly from the database. Once configured as a report here you can then call, run and download the report without leaving the LemonEdge system.
  • Export Data
    Export data allows you to run any adhoc query to export all data of a certain entity type matching custom filters you specify. This export is always in a format compatible with re-importing and can be exported to csv or opened in excel.
    It also provides the ability to run any sql wrapper and open those results in csv or excel to quickly extract data from any report you have in the system.
  • Query Runners
    Query Runners are designed to allow you to execute query processes multiple times with different parameters. This is designed to enable you to call a query, or report, multiple times once for each setting you want differently 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.