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Management Reporting

Sageworks Management Reporting is a powerful custom-reporting solution that financial institutions use to produce ad hoc reports utilizing any field contained in the Sageworks database. Management Reporting is easy-to-use, with interfaces geared toward bankers, not programmers. When Management Reporting is added to any Sageworks solution, it works seamlessly within the platform and therefore requires no installation and/or downloads. 

Sageworks Management Reporting helps financial institutions:
  • Create custom reports using simple, drag and drop functionality.
  • Generate reports in HTML, Excel, CSV, RTF, and PDF.
  • Duplicate reports to save time setting up future similar reports.
  • Utilize if/then queries and formulas.
  • Add custom sorts, filters, graphs, and charts.