This report designer
has a number of settings to maximise
the flexibility for users
. When a report is created you get to set the name,
the frequency of the report (such as daily, weekly, monthly, etc) as well as
the rights of who can access the report itself. Once created, the report
designer allows you to set Application level filters (such as the Status of the
application, assigned users and teams, the risk or the manually overridden risk
and many more settings).
Next level down is the Entity
level filter where you can set filters based on the types of entities, their risk and
associated documentation. Lastly, is the Field level filter. Fields are
dynamically created and managed by your team. Any field created in the solution
is available to filter on, including the values within the field itself as well
as comparison between the values of fields.
Once all filters are set, you can now configure the entire CSV
output of the report. What fields and settings should be displayed in the CSV
as an export, as well as the order in which they appear.
One of the latest features in KYC Portal CLM is the ability to replicate
such reports within a programme. This will help users in quickly replicating
existing reports (including the report configuration, filters and output details) and then be able to tweak and apply the necessary adjustments
within the new report. This is very beneficial when the output settings of the
report are very similar yet the filters vary slightly.
This replicate feature is also now available
within the replication of a programme. KYC Portal CLM already has the ability
to replicate an entire programme however this did not include the reports
within that programme. With this new feature reports will now be replicated
with the respective programme.