Product Features Guide

This page tree lists the currently available product features of the Cinnamon Reporting product.

Please liaise with our product management via contact@cinnamon.bmpi.ch to discuss additional functionalities as well as the Cinnamon product roadmap.

Topic	Goals
Report Ordering (Features)	Ordering of reports for clients/portfolios Flexible support for reporting parameters
Data Sourcing (Features)	Flexible definition of relevant data sources and data formats
Business Logic (Features)	Re-usable reporting aggregation logic (Top-N, rest, sorting, grouping) Translations & formatting of data
Building Blocks (Features)	Set of re-usable building blocks that are used to compose reporting types
Product Management (Features)	Provide flexible configuration of client reports by using building blocks and (business) parameters. Provide support to enter more complex parameters or reporting artefacts (segmentations, dictionary, profiles etc.)
Report Production (Features)	Report scheduling Execution of ad-hoc or standing report-orders Gather data from data sources Trigger report delivery Allow batching of multiple reports Reporting monitoring
Report Rendering (Features)	Render charts for inclusion in paper- and web-reporting Render (abstract) reports to visually appealing reports in different formats (for different channels) Allow global definitions for the visual layout (separated from report structure / report data)
Report Delivery (Features)	Deliver reports to recepients via different channels (e-mail, archiving, web portals)
Optional modules
Content Management (Features)	handle and store static and periodic content to be added to the reports like Monthly market commentary from Research Monthly mandate commentary from Portfolio Manager Banks logo, disclaimer texts Labels & translations
Workflows	typically a customer specific workflow solution powerd by the reporting APIs workflows handle processes like preparation, verification of data editing & translation of commentaries (in combination with Content Management) report approval & delivery (in combination with Report Delivery)