Client Report content

In the banking industry, a wide range of Client Reports exist, each with its own presentation.  But in general, a typical Client Report usually contains information presented in one or several sections.  A section can be designed to be showed either on a single page, like for example an overview or a summary:

or on several pages based on the amount of data, like for example a list of transactions:

Each section can then be displayed using one of the following representations:

Table

A table shows detailed information, for example about a single transaction, like a transaction notice :

Detailed list

A detailed list can optionally be grouped and/or sorted by one or several criteria / fields.  It shows detailed information, for example about several transactions such as:

Detailed chart

A detailed chart shows one or several series of points, like for example the monthly historical performance of the client’s holdings as shown here:

Summary chart

A summary chart shows a summary of one or several amounts (measurement) by one or several criteria (dimensions).  It can for example show the client’s holdings by currency as shown here:

Summary table (or cross table)

A summary table shows a summary of one or several amounts (measurement) by one or several criteria (dimensions).  It can for example show the client’s holdings by asset type as shown here: