January 19, 2015

COMMERCIAL Enterprise Hierarchies and Reporting

COMMERCIAL Enterprise Hierarchies and Reporting

The commercial system carries the following levels of user-defined reporting hierarchy: Bank, Branch (Control Branch), Report Branch or Cost Center, Region, Division, Hierarchy 1, Hierarchy 2, Hierarchy 3, and Hierarchy 4. With each reporting hierarchy field being five positions in length, the commercial system allows for expanded reporting capabilities. The relationship of each of these fields to the others is established in the Hierarchy File creating an unlimited number of reporting combinations and possibilities, with the Base Hierarchy or Report Branch (Cost Center) being the driver. Once this value has been established the system relies on the Hierarchy File to identify the relationship of the other hierarchy fields. 

COMMERCIAL Enterprise Hierarchies and Reporting creates a vast number of reports; many of those reports are part of the daily processing cycle. Special monthly, quarterly, and yearly reports are also available. The reports provide information needed to manage a commercial loan portfolio, balance general ledger, review data entry operations, and plan future activities. 

Many reports use selection options to customize reporting. The programs creating the reports refer to program run parameters, set by users, to obtain the selection option information. 

The COMMERCIAL Enterprise Hierarchies and Reporting system also provides adhoc or variable reporting. Variable Reporting features provide the user the ability to define a report and the frequency of production, determine the loans that are to be reported, specify the sequence of the report, select the information to be printed on the report, and design the report layout. 

Using this technology, you can schedule and format reports without having to change a program or involve anyone else. You define what information is to be reported, how often reports need to be produced by scheduling them through the online Report Scheduler features, and define how the reports are to be sorted and totaled. The output can either be a hard copy report or a file. As a result you’ll produce reports in multiple sequences, position the location of data on the page, and select a much wider variety of fields to be on the report.