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Analytics & Reporting

Sageworks Analytics & Reporting is an add-on to other Sageworks solutions and allows banks and credit unions to produce ad hoc reports using any data field within the Sageworks database. Custom reports, including disclosures or backtesting reports, can be generated in HTML, Excel, CSV, RTF and PDF. The product also allows users to create dashboards - visual representations of the portfolio - to distill information by role in the institution. Download Product Overview

  • Create custom reports and dashboards using simple, drag and drop functionality
  • Quickly gauge and report on portfolio risk
  • Duplicate reports to save time setting up future, similar reports
  • Use if/then queries and formulas to create the data-set needed

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