Custom reporting automation
One-off requests, without a one-off project.
Ad-hoc reporting is the tax on every reporting team: a regulator query, a client request, a due diligence exercise, a board question. Because the connectivity, mappings and reporting model already exist in Datox, a new view of the same data is configuration rather than a new build.
The pattern
Most ad-hoc reporting is not really new data
In practice, an ad-hoc request usually asks for data that already flows through your reporting workflows, cut differently. The expensive part is re-extracting and re-checking it. Once that layer is automated, the marginal cost of a new report drops sharply.
- The same validated dataset can be filtered, aggregated and presented differently.
- New calculations can be added without disturbing existing reporting.
- Outputs can be produced as documents, spreadsheets or datasets as required.
- The evidence and lineage behind an ad-hoc answer are the same as for a filing.
Promotion
When a one-off becomes a routine
Ad-hoc reports have a habit of recurring. Datox lets you promote one into a scheduled workflow with owners, validation and delivery, instead of repeating it manually each time it is asked for.
Promoting a report
- Save the configuration used for the one-off request.
- Add validation rules and a review step appropriate to its use.
- Set a schedule and assign an owner.
- Deliver automatically to the requesting audience.