Best tool for the job

At Canopy our endeavor is to provide you with the analysis you want, in the format that works best for you. We also try and use the most efficient tool for creating these reports (so that we are able to deliver the best results at the lower possible cost for our customers)

There are three types of output we generate i.e.

Canopy 'Generate Report' feature
Tableau dashboards
Excel based reporting

Each type of output has its advantages, which are summarized in the table below

Output Type	Description	Best suited for	Doesn't work well for
Canopy 'Generate Report' Feature	This is our main report generation feature. It can be found under the Generate Reports menu option when you login to Canopy	Multi-page reports in PDF or PPT, especially those involving simple graphics and tables that span more than one page	Complex graphics and tables of more than 10 columns
Tableau Dashboards	While we prefer Tableau, any BI tool (e.g. Power BI, Qliksense) can be used	Single page dashboards (esp. those involving complex graphics)	Large tables that have more than 50 rows (causing them to break across a page)
Excel based Reporting	Any report involving a lot of complex data is usually best presented in Excel	Large tables e.g. financial statements, risk reports, details of explainer calculations etc.	Complex charts, Presentations for end customers

Sample Reports

There are two types of reports

Standard Reports: These are available 'out of the box' with your Canopy subscription
Customized Reports: We are happy to create reports to meet any specific requirement. There is a manhour linked cost for them

Standard Reports

Report Name	Purpose of this report / Report Contents	Excel
Explainer in Excel	'Explains' change of networth over any two dates. Includes a snapshot of holdings over these two dats and includes details of inflows, outflows, realized gains and losses for every security	Sample Report
Financial Statements	including general ledger, trial balances, balance sheet and p&l etc	Sample Report

Customized Reports

Report Name	Purpose of this report / Report Contents	Generate Reports	Tableau	Excel

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