Speed Report

Enhanced valuations, statements and portfolio summaries
developed especially for the securities industry

How it works

Based on a firm’s corporate identity, a number of Speedreport templates will create a format and style for all reports. There is a comprehensive choice of fonts and design components, including colour, bolding, shading, underline, italics, proportional fonts and graphics.

Steps taken to produce a final professional high quality report ...

Process steps

The template will include:

  • Establishing the layout and boundaries of each unique page
  • Defining specific sections or “boxes” within the page area (for example, to position a logo)
  • Applying all relevant formatting attributes that are required for each section.

Each time a report is run, a control script is used, which will:

  • Filter and/or validate the incoming report data
  • Enrich data, for example with any supplied descriptions or sum totals
  • Assign data into the template positions
  • Sort specified data fields
  • Produce the required reports in the chosen format(s)