Pixel Perfect Reporting and Dashboards

CECL Reporting

A CECL report, also known as Current Expected Credit Loss, is a new credit loss accounting standard (model) that was issued by the Financial Accounting Standards Board as of June 2016. Replacing the Allowance for Loan and Lease Loses (ALLL) – the CECL requires financial institutions to record their expected losses (based on estimation) over the remaining life of loans, as opposed to incurred losses of the current standard.

In essence, the new FASB model requires that when a financial institution is estimating losses, it does so based on current and forecasted economic conditions. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for financial institutions to generate.

Volcker Reporting

Volcker Rule or Volcker Reporting was a rule proposed by American economist and former U. S Federal Reserve Chairman, Paul Volcker. In essence, the rule restricts United States banks from taking part in / making certain types of speculative investments that do not in fact benefit the bank’s customers.

The rule was placed into effect on the 21st of July 2015. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for financial institutions to generate.

Effectively meet all your regulated and compliance reporting needs at the click of a button with Pixel Perfect.

Crosstab Reporting

A crosstab (two-way tables), also known as a contingency table is a table in a matrix format that successfully displays the multivariate frequency distribution of variables. These tables are used to summarize the relationship between several categorical variables.

In essence, the report helps business users by providing them with an overview of the relation between two variables and further allows them to identify interactions between them.

Users can quickly glance at and understand the information they need, promoting speed, and accuracy. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for financial institutions to generate.

Anti Money Laundering Reporting

AML, also known as Anti Money Laundering, is a set of laws, regulations, processes, procedures, etc. practiced through software that helps prevent criminals from procuring illegally obtained funds as legitimate income.

As of today, transactions are strictly analyzed in an attempt to uncover transactions, or patterns within transactions (called structuring) – this process requires filing a SAR (suspicious activity report). Financial institutions that fail to file CTR / SAR reports (that meet all regulations) are faced with heavy fines and regulatory restrictions.

When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for financial institutions to generate.

Dodd-Frank Reporting

Also commonly known as Dodd-Frank, it is a United States federal law that was enacted on July 21, 2010, and passed in response to the 2008 financial crisis. The act established multiple new government agencies that were tasked with overseeing various characteristics of the act.

Meeting all the regulations within the law entails successfully meeting an increased amount of documentation. The complexities of the regulatory landscape place a higher burden on an already strained administrative department.

When required at scale and with minimal margin for error, these reports prove to be highly challenging and time-consuming to generate.

Basel Reporting

The Basel Committee on Banking Supervision (BCBS) is an international banking supervisory committee that was formed in 1974. The BCBS was formed to develop standards for banking regulation. In essence, the Organization’s main objective is to improve understanding of supervisory matters and enhance the quality of banking supervision around the world.

The Committee formulates broad supervisory standards and guidelines and further recommends best practices when it comes to supervision. This exercise is carried out with the expectation that member authorities and other nations’ authorities will try and implement them through their own national systems.

LIBOR Reporting

LIBOR, also known as the London Interbank Offered Rate (LIBOR) is a standardized rate of interest at which major global banks lend each other in the international interbank market for

short-term loans. The consolidation of 5 currencies and 7 maturities gives rise to a total of 35 different LIBOR rates which are calculated and reported over each business day.

The administration of LIBOR is carried out by the UK’s Financial Conduct Activity who requires banks to submit various statements – these statements are then embargoed over a period of three months so as to reduce the motivation of false or misleading statements in relation to benchmark-setting.

When required at scale and minimal margin for error, generating these reports prove to be highly challenging and time consuming for financial institutions. Now you can easily create pre-populated, perfectly formatted, print-ready reports, at scale and all at the click of a button from within your Tableau dashboard using Pixel Perfect.

UCC Financing Statement

The Uniform Commercial Code is a legal notice filed by creditors. In essence, it is a procedure used by creditors to declare (publicly) their rights to potentially obtain the personal properties of debtors who default on business loans they extend.

When required by organizations at scale and no margin for error, these statements prove to be highly challenging and time-consuming to generate effectively.

Data Center Usage Report

A mandatory report – the Data Center Usage Report helps assess the current trends in energy use along with the energy costs of data centers and servers in the United States. The reports’ end goal is to outline existing and emerging opportunities for improved energy efficiency.

When required at scale and accurately – generating these reports prove to be extremely challenging and time-consuming- the need to adopt a modern BI platform is imperative.

With accuracy and speed the need of the hour – discover Pixel Perfect, easily accessible from right within Tableau’s all too familiar ecosystem empowers users to generate fully-formatted and print-ready reports, at the click of a button.

Regulatory Inspections Report

A Regulatory Inspections Report helps evaluate and validate the integrity of data that is submitted to concerned healthcare authorities. The report protects patient safety, and further reviews the adequacy of the site and quality of sponsors systems.

This report details a medical devices site inspection, with site status, approval information, inspection information, and a summary with observations. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for healthcare providers to generate.

With adherence to regulations at an all-time high within the pharmaceutical industry – discover how Pixel Perfect, accessible from within Tableau’s all too familiar ecosystem has empowered users to generate fully-formatted, print-ready reports as per specifications, at the click of a button.

National Surveillance Report

A mandatory regulatory filing – a National Surveillance Report gathers information and helps monitor the safety of a pharmaceutical drug or medical device once the same has been released on the market.

The report considers and includes various approaches such as spontaneous reporting databases, prescription event monitoring, patient registries, electronic health records, record linkage, etc. (all recorded in formatted specifications as directed by the concerned regulatory agency). When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for healthcare providers to generate.

Discover how Tableau users can leverage Pixel Perfect to generate fully-formatted reports as per specifications, at the click of a button.

Clinical Trial Safety

A report that records and monitors patient safety. The ultimate goal of the report is to collect safety data from multiple clinical trials that help detect safety signals, develop safety profiles of the drug, and protect patients from unnecessary risks.

A mandatory requirement, the report tracks serious adverse reactions and events of clinical trials – with the end goal of evolving medically relevant safety label information for products under development. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for healthcare providers to generate.

The perfect tool for your mandatory and regulated reporting needs. Discover how Pixel Perfect allows Tableau users to generate fully formatted, print-ready reports, at the click of a button.

Clinical Trial Summary

As per the mandate, healthcare providers are required to submit a summary that details the clinical trial results of a product or medical device. Different types of data are collected and further transformed into analyzable data sets that help address specific questions within the report.

A subset of the data from the analyzable data sets is used to generate results, tables, and figures for published articles. These reports are to be submitted in formatted specifications as directed by the concerned regulatory agency – when required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for healthcare providers to generate.

Made available in Tableau’s all too familiar ecosystem – Pixel Perfect allows users to generate fully-formatted, print-ready reports at the mere click of a button.

Superstore Sales

Due to the nature of their business, superstores are privy to vast amounts of information present within their data. Created by using Tableau a Superstore Sales Dashboards empowers a superstore to better understand its performance across multiple areas and make the necessary

changes. In essence, the dashboard is built to filter and measure metrics such as type of customer, spends, transactions, location (based on state and region), delivery, etc. to ultimately provide a detailed assessment to the sales team as to where the superstore is making profits and incurring losses.

While dashboards offer a visually interactive and dynamic experience – sales teams require this information to be generated into reports, in specific formats (ppt, pdf, excel) and adhering to customized rules (page numbers, rows, columns, tables, etc.) based on which stakeholder the report is being shared with. Final reports generated should further retain all the filters, tables, graphs, and underlying data.

Sales Growth

A sales growth dashboard is seen as a core accomplice that helps improve business strategy and further allows the organization to identify, set, and forecast realistic business goals and objectives. The dashboard studies various metrics and compares the data with targets set to help validate how everyone within the organization has / will contribute towards the business objective.

While dashboards offer a visually interactive and dynamic experience – sales teams require this information to be generated into reports, in specific formats (ppt, pdf, excel) and adhering to customized rules (page numbers, rows, columns, tables, etc.) based on which stakeholder the report is being shared with. Final reports generated should further retain all the filters, tables, graphs, and underlying data.

Call Center Dashboard 1

This Call Center Dashboard allows its users to conceptualize the number and the timing of calls that are being made by the sales team, to ultimately determine the most productive time through the course of a day. Tableau is a great BI tool that helps organizations to create highly immersive and dynamic dashboards that provide users with this information.

While dashboards offer a visually interactive and dynamic experience – sales teams require this information to be generated into reports, in specific formats (PPT, PDF File, Excel File) and adhere to customized rules as per requirement (page numbers, rows, columns, tables, etc.) based on which stakeholder the report is being shared with. Final reports generated should further retain all the filters, tables, image(s), graphs, and underlying data.

Call Center Dashboard 2

In essence, the Call Center Dashboards allowed users to track their performance for a customized / specific time – allowing organizations to improve their call efficiency drastically. Built with Tableau, the dashboard studies metrics such as call handling time, customer satisfaction, service level agreements met, response and abandonment rate, etc.

While dashboards offer a visually interactive and dynamic experience – sales teams require this information to be generated into reports, in specific formats (PPT, PDF, Excel) and adhering to customized rules (page numbers, rows, columns, tables, etc.)

Read further to discover how Pixel Perfect empowered the call centers Tableau users to generate fully-formatted and print-ready reports, at the click of a button.

Incentive Compensation

A form of variable compensation – incentive compensation records the amount a salesperson or sales team receives on top of their regular base salary. The information helps showcase the success of the team/organization.

In a bid to better understand their salespeople and effectively review their sales team’s data – monthly sales meetings required this information within their dashboards to be easily generated into formatted reports for ease of sharing with concerned stakeholders.

Based on the requirement and who the reports were being shared with, the reports further needed to be customized on different levels of granularity, these include the type of format(PPT, PDF, Excel), rules (pagination, header, footers, column, etc.)

Insurance Policy Analysis Report

A CECL report, also known as Current Expected Credit Loss, is a new credit loss accounting standard (model) that was issued by the Financial Accounting Standards Board as of June 2016. Replacing the Allowance for Loan and Lease Loses (ALLL) – the CECL requires financial institutions to record their expected losses (based on estimation) over the remaining life of loans, as opposed to incurred losses of the current standard.

In essence, the new FASB model requires that when a financial institution is estimating losses, it does so based on current and forecasted economic conditions. When required at scale and minimal margin for error, these reports prove to be highly challenging and time consuming for financial institutions to generate.

Agency Performance Monitoring Report

The Agency Performance Monitoring Report plays a pivotal role in risk management and is integral to the firm’s success by performing quantitative analysis, insurance pricing, loss reserving, and risk quantification of insurance products, annuities, and perpetuities.

It is primarily for internal users who are responsible for risk assessment and valuation; assessing the soundness of business per regulatory requirement; assessment of capital needs and overall provide a 360 view of business.

This report also helps the pricing team to properly assess the risk associated with each type of policy and adjust policy pricing.

Insurance Agency Performance Report

The Insurance Agency Performance Report provides a pulse on the overall performance of the insurance agencies around the country by looking at the most critical business KPI’s: Revenue, Claims and Customer Churn. It helps to manage strategy and track the agency’s financial health against goals and support financial budgeting, planning, and forecasting.

The report is mainly for internal users in the Corporate Center of Excellence team who evaluate overall agency performance as well as individual business verticals as well as support analysis, planning and execution of strategy for the corporation.

Insurance Campaign Analytics Report

The Insurance Campaign Analytics Report helps identify insurance products to focus on over the course of sales cycle, and then analyze marketing channel that can get the word out targeted towards customer demographics such as age group, gender, and vendors.

The report is meant for internal or external vendors who conduct marketing campaign management or who produce marketing promotion materials for core insurance products. In addition, the report also helps to serve as media liaison.

Form 1042-S

Form 1042-S is a U.S Internal Revenue Service (IRS) tax form – covering mandatory U.S income tax filings for foreign person’s source income in the United States. Every non-resident alien individual, non-resident alien fiduciary, and foreign corporation with the U.S income must file a U.S income tax return.

Notoriously known as one of the most difficult forms to electronically file with the IRS – with issues ranging from codes to emails, formats (all files must be in standard ASCII code, etc.), incorrect TCC, and many more.

Form 1099

One of the several IRS tax forms and also known as an “information returns” form. 1099 specifically records how much money you have received from any entity/person other than your employer.

Just like any other IRS tax form, the 1099 form has its own set of guidelines. For instance, if you file more than two hundred and fifty Form 1099’s you’re required to file them electronically (in format) to the IRS. However, if less than 250 paper copies are filed, you’re also required to file a copy of your Form 1096.

When required at scale, filing these forms prove challenging and highly time-consuming for taxpayers and tax departments. Now you can easily create pre-populated, perfectly-formatted, print-ready reports, at scale and all at the click of a button from within your Tableau dashboard using Pixel Perfect.

Form W-2

A mandatory tax filing, the Form W-2 is one of many IRS tax forms that’s responsible for recording the amount of taxes that’s been withheld from your paycheck through a calendar year.

A total of six forms that are extremely detailed. Employers have to complete and mail out a W-2 for each employee to whom they pay a salary, wage, or any other form of compensation. Upon receiving, employees are then faced with a deadline of two months to file their returns.

Also known as ‘The Wage and Tax Statement’ – when required at scale has proven to be extremely challenging and highly time-consuming for tax departments.

Form W-4

Form W-4 is an IRS tax form filed by an employee in the United States – it is also known as an Employees Withholding Certificate. In essence, the form lets your employer know how much tax they can withhold from your paycheck. The form requires the employer to send the amount withheld from your paycheck to the IRS along with your name and SSN.

Highly detailed and consisting of a series of worksheets – the form proves to be challenging and highly time-consuming to file when required at scale and efficiency.

Discover how Pixel Perfect empowers tax departments to be a lot more efficient – allowing Tableau users to generate fully-formatted and print-ready reports, at the click of a button.

HR Dashboard

A Tableau empowered HR dashboard allows human resource departments to move a step close to being more data-driven. The HR dashboard allows business users to effectively identify, track and measure important HR metrics such as employee demographics, work-life balance, attrition and retention (specific to departments), and even employee satisfaction levels – with the ability to easily share these metrics across the organizations.

When required at scale to be shared with concerned stakeholders – users need this information (within their Tableau Dashboards) to be generated into reports in specific formats, adhering to customized rules (as per requirement). Final reports generated should further retain all the filters, tables, graphs, and underlying data.

Employee Summary

An Employee Summary Dashboard provides HR users with an overview of the various activities and overall performance of an organization’s people resources. The dashboard gives users the ability to drill down into employee information such as the summary of headcounts within the company, vacant positions, projected attrition rates, etc.

When required at scale to be shared with concerned stakeholders – users need this information (within their tableau Dashboards) to be generated into reports in specific formats, adhering to customized rules (as per requirement). Final reports generated should further retain all the filters, tables, graphs, and underlying data.

Today’s managers rely on the use of HR dashboards to better workforce productivity, allocate resources effectively, and improve recruiting processes. Discover how Pixel Perfect, easily accessible from within your Tableau Dashboard has empowered managers and departments.

University Transcript

A University Transcript is in essence a student’s permanent academic record. It is a documentation of the courses taken, grades received, honors received, and degrees conferred to the student. It is also known as a school transcript, academic transcript, academic record, and college transcript.

Essential for every student – generating each unique transcript at scale and accurately often proves challenging for educational institutions to achieve – the need to adopt a modern BI platform is

Discover how education institutions can easily leverage Pixel Perfect from within Tableau, allowing their BI users to generate accurate, fully-formatted, and print-ready reports, at the click of a button.

University Class List

A Class List provides a simple and high-level view of the class schedule that captures details like, student name, email id, major, class description, graduate-level, credit hours, and more.

Essential for every student – generating each unique class list at scale and accurately often proves challenging for educational institutions to achieve – the need to adopt a modern BI platform is imperative.

With the use of BI within accounting departments on the rise, users can now take this reliance a step further. With Pixel Perfect fully accessible from within your Tableau Dashboard, users can easily generate fully-formatted reports as per their requirement, at the click of a button.

COVID-19 Cases Starter Dashboard

A COVID-19 Cases Starter Dashboard allows users to look at the number of confirmed positive COVID-19 cases in comparison to the number of death rates and is further filtered by region.

Created with Tableau, the dashboard helps concerned users to easily navigate and understand the pandemic through its visually appealing and highly interactive representation of data. Users require the information (within their dashboards) to be generated, at scale, into reports in specific formats. Reports further need to adhere to customized rules (as per requirement) such as to retain all filters, include tables/graphs, hyperlinks, maps, and any other underlying data.

Pixel Perfect, made available from within your Tableau Dashboards allows users to generate perfectly-formatted and print-ready reports, at the click of a button.

COVID-19 Impact on Small Businesses

From generating daily footfalls, revenue, and even repaying debts, the emergence of the COVID-19 has seriously affected many aspects of small businesses.

The COVID-19 Impact on Small Businesses Dashboard created using Tableau, considers and study’s various metrics that affect a business such as, confirmed cases, deaths, recoveries, etc, and showcases the correlation of the COVID-19’s impacts to the number of loans requested within a certain time-frame.

Users require this critical information present within their dashboards to be generated into fully-formatted reports as per specifications such as whether to retain all the filters, include tables/graphs, hyperlinks, maps, and any other underlying data

Discover how Pixel Perfect empowered Tableau users to generate perfectly-formatted reports, at the click of button.