I’ve configured the following system reports which are visible and available to be used by all AFMs.:
Our Industry Reports module queries the raw data directly, unlike EchoWeb. These reports should cover most of the functionality of the Raw Data Download functionality in EchoWeb. This is part of our strategy of combining all the reporting functionality into one module, which will help with streamlining the experience and making it more intuitive.
There are some small functional differences which we can consider as day 2 enhancements:
FundAnalyser report outputs contained pivoted data whereas EchoWeb’s raw data download is not pivoted and doesn’t show clearly how the data is grouped by.
FundAnalyser does not yet allow “group by wrapper”.
FundAnalyser does not yet allow the addition of extra static data columns – this has been mentioned as a future enhancement already.
FundAnalyser does not allow grouping by both Fund and Sector. Instead, I made a report grouped by Fund and Asset Category instead.
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Tek Chung
Sep 17, 2024
I’ve configured the following system reports which are visible and available to be used by all AFMs.:
Our Industry Reports module queries the raw data directly, unlike EchoWeb. These reports should cover most of the functionality of the Raw Data Download functionality in EchoWeb. This is part of our strategy of combining all the reporting functionality into one module, which will help with streamlining the experience and making it more intuitive.
There are some small functional differences which we can consider as day 2 enhancements:
FundAnalyser report outputs contained pivoted data whereas EchoWeb’s raw data download is not pivoted and doesn’t show clearly how the data is grouped by.
FundAnalyser does not yet allow “group by wrapper”.
FundAnalyser does not yet allow the addition of extra static data columns – this has been mentioned as a future enhancement already.
FundAnalyser does not allow grouping by both Fund and Sector. Instead, I made a report grouped by Fund and Asset Category instead.
Happy to discuss this further in our next call.