Knowledge

    Reporting in BrokerStar

    The term report­ing cov­ers all types of analy­ses, whether as a list or a graph­ic and regard­less of the for­mat.

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    Reporting in BrokerStar

    The term report­ing cov­ers all types of analy­ses, whether as a list or a graph­ic and regard­less of the for­mat.

    In the fol­low­ing arti­cle, we explain how the report­ing sys­tem in Bro­ker­Star is struc­tured**.**We look at tech­ni­cal and licence-relat­ed aspects and show you the var­i­ous options.

    1. the Bro­ker­Star report­ing sys­tem

    2. stan­dard, indi­vid­ual and ad hoc reports3. file for­mats4. ser­vices

    1. the Bro­ker­Star report­ing system

    Bro­ker­Star uses a so-called Busi­ness Intel­li­gence (BI) tool, TIBCO Jasper­soft. This wide­ly used tech­nol­o­gy allows all infor­ma­tion from the data­base to be select­ed and out­put. Data can be rearranged and put into rela­tion as required. The data can also be com­bined with infor­ma­tion from oth­er exter­nal data sources.

    1. stan­dard, indi­vid­ual and ad hoc reports

    Bro­ker­Star dis­tin­guish­es between dif­fer­ent cat­e­gories from a licens­ing perspective:

    Stan­dard reports

    are sta­t­ic analy­ses, i.e. dif­fer­ent lists that are deliv­ered to all cus­tomers as stan­dard in Bro­ker­Star as part of the scope of deliv­ery. These eval­u­a­tions can be graph­i­cal­ly cus­tomised for the bro­ker from 2022.

    Indi­vid­ual reports

    are cus­tomised analy­ses that are pre­pared specif­i­cal­ly for the bro­ker at the customer’s request. They are not sup­plied as stan­dard to oth­er bro­kers and are sub­ject to a charge. This also includes dynam­ic reports.

    Ad Hoc Reports

    are analy­ses that are usu­al­ly cre­at­ed by the bro­ker itself. This requires a cer­tain amount of exper­tise com­pa­ra­ble to the cre­ation of more com­plex Excel tables. Of course, ad hoc reports can also be cre­at­ed by WMC. Anoth­er ser­vice is the trans­fer of knowl­edge, e.g. in the form of train­ing. As TIBCO Jasper­soft is a stan­dard prod­uct, there are also var­i­ous train­ing options avail­able on the Inter­net or from third-par­ty providers.

    1. file formats

    Reports from Bro­ker­Star can be out­put in all avail­able file for­mats. The most impor­tant of these include PDF/A (legal­ly archiv­able, unal­ter­able PDF), Excel, Word, Pow­er­Point or HTML. The stan­dard reports are usu­al­ly out­put as PDFs. How­ev­er, there are also gener­ic Excel exports for fur­ther pro­cess­ing. For out­put as Word, there is the option of auto­mat­i­cal­ly con­vert­ing the PDF into a Word file.

    Tech­ni­cal­ly speak­ing, TIBCO Jasper­soft offers five dif­fer­ent levels:

    • Lev­el 1: Sta­t­ic reports using an embed­ded report library

    • Lev­el 2: Guid­ed and dynam­ic reports with sim­ple inter­ac­tiv­i­ty, plan­ning, secu­ri­ty and auto­mat­ic distribution.

    • Lev­el 3: High­ly inter­ac­tive reports and dash­boards using the report server

    • Lev­el 4: Ad-hoc reports for self-ser­vice via a BI server

    • Lev­el 5: Self-ser­vice data explo­ration against a data mart using a BI server

    4.ser­vices

    Includ­ed in the sub­scrip­tion:

    • All stan­dard reports

    Addi­tion­al ser­vices sub­ject to a charge

    • Cus­tomised adap­ta­tions to stan­dard reports -> Indi­vid­ual reports- Indi­vid­ual reports**.Dash­boards, cock­pits,**Ad Hoc Reports

    • Train­ing

    Licences

    • All reports from lev­el 2 require the licens­ing of the MIS module