Insight Reports - User Guide

Release R15.000
June 2015

©2015 Temenos Headquarters SA - all rights reserved.

Warning: This document is protected by copyright law and international treaties. Unauthorised reproduction of this document, or any portion of it, may
result in severe and criminal penalties, and will be prosecuted to the maximum extent possible under law.
Table of Contents
Introduction 3
Purpose of this Guide 3
Intended Audience 3
Insight Reports - An Overview 4
Insight Reports - Business Classification 4
Insight Reports – Functional Classification 5

Insight Reports - Release R15.000 - Page 2 of 21

Introduction

Purpose of this Guide

The purpose of this guide is to describe the various functionality of the Insight Reports tool and its out-of-the-box modules.

Intended Audience
This user guide is intended for the use of generic user, business users, report specialist who use and maintain the reporting tool.

Insight Reports - Release R15.000 - Page 3 of 21

Insight Reports - An Overview

Reports are total management tools. Their purpose is to aid the user quickly to grasp the essential elements and relationships found in raw
data and help the user to make effective decisions. For a report to be effective, it has to present the correct data in a logical way. If it presents
the wrong data, or if it presents the right data in a haphazard manner, the report may slow the decision-making process or may even encourage
incorrect decisions.

In Insight, each module comes pre-packaged with a robust set of reporting based on Temenos’ wide experience in the banking sector. Each
module contains pre-packaged visual dashboards which display a series of metrics and KPIs that can be used to monitor the bank’s per-
formance against defined goals and strategies. Dashboard reports have drill-down and drill-through capabilities for comprehensive data anal-
ysis.

Insight Reports - Business Classification

Insight provides specialized out-of-the-box modules for Financial Intelligence, Customer Intelligence and Operational Intelligence.

Insight Financial Intelligence Reports

Insight Financial Intelligence reports provide enhanced data analytics and flexible reporting for the finance and treasury departments that aid
banks to gain a deeper understanding of their business along with reducing the time it takes for regulatory compliance.

Features:
l Less time formatting data, more time analyzing information

A user may not spend much time manipulating data into the right format, leaving little time to analyse information and extract meaningful
insights. Insight Financial Intelligence delivers enhanced data analytics and flexible reporting, using data already known to be accurate.

l Assists in compliance with accounting standards and other regulations

Insight assists obtaining the necessary information and analysis from data residing in core banking, general ledger and other systems.

l Pre-packaged financial and management reports ensure efficiency savings

Insight Reports - Release R15.000 - Page 4 of 21

Insight Financial Intelligence comes with hundreds of pre-packaged reports to address a wide and varied set of informational requirements of
finance and treasury teams.

Insight Customer Intelligence Reports

Insight Customer Intelligence harnesses the wealth of customer information in core banking and other systems to achieve these goals.

Features:
l Improves margins by Price Optimization

The ‘What If?’ pricing tool is a function within the Customer Intelligence module. It allows account managers to determine, in real time, what
the impact of pricing decisions will be on profitability. The analysis takes into account not just the individual customer, but also the rela-
tionship as a whole

l Identifies cross-selling opportunities within the existing customer base

Customer Intelligence Reports helps a bank’s marketing team to reach customers at the right time and place, with the right message, increasing
wallet share of the most profitable customers

l Allows for multi-dimensional segmentation of customer information

Customer Intelligence gives the bank’s management the tools to create a unified view of customers across products and segments, identifying
the most valuable customers, now and over time

Insight Operational Intelligence Reports

Operational Intelligence Reports aids employees in banks to easily and quickly gain access to the information they require to make more timely
decisions, and streamline many business processes across the bank.

Features:
l Increased efficiencies through automating processes

Operational Intelligence Reports enables many processes across the bank to be automated.

l Run pre-packaged and reports which can easily be parameterized

The many pre-packaged reports that come straight out of the box enable significant savings to be made.

l View intuitive dashboards, displaying operational KPIs across the bank, from multiple perspectives

Insight Operational Intelligence measures KPIs, and displays them in management dashboards, resulting in a quick health check on the per-
formance of the various departments and branches of the financial institution. If necessary, it is also possible to drill down further into the per-
formance of specific entities.

Insight Reports – Functional Classification

Insight Reports can be classified into different types based on the functionality they provide to the user. The report output can be of various for-
mats and they can be exported and saved as physical files for future reference.

Pivot Enquiries
Enquiries can be called at any time and are run in real-time by the system. Only users that have been granted the necessary authority will be
able to access enquiries. Once an enquiry has been defined you can select and run the enquiry at any time. Enquiries are based on Reporter
Selections and can be accessed only from the Insight Classic Interface and not available from Insight Vision (SharePoint Interface)

An enquiry can be defined using ‘Reporter’ Application and can be made available to the user. (Refer to the Reporter user guide for more
details.)

Insight Reports - Release R15.000 - Page 5 of 21

The enquiry can be ran from the Insight Application User Interface

The output will be of Excel Pivot table type, which can be used for further slicing and dicing of data for analysis.

Insight Reports - Release R15.000 - Page 6 of 21

Standard Reports
These are SSRS (SQL Server Reporting Services) based reports which can be run for a specific day. These reports generally provide a snapshot
of the data as of a given date based on a predefined classification, e.g. by Currency, by Customer, etc. These reports can be accessed from the
Insight Reports > Select Report

The output of the report will be as of the selected date. Filtering is possible using the predefined filters.

Insight Reports - Release R15.000 - Page 7 of 21

Interactive Reports
No reporting and analysis solution is complete without providing ways to visualize information. In Insight Vision, charts and graphs as well as
more advanced data visualization tools help users better understand their data and provide a fast, more meaningful view in context, especially
when comparing data.

In Insight, interactive reports let the user change the data they contain without having to recreate the queries and generate new reports each
time a user wants to examine the data from a different perspective. These reports are interactive because the user can use a filter to specify new
criteria for the data, and then refreshes the report to obtain that data.

Here is a list of the main Interactive Report features:

l Ability to customize the report output using Filters

l Column sorting

l Unlimited Redo and Undo functions

l Copy and paste functionality

l Ability to output reports as PowerPoint files, CSV, or Excel files (Refer to the Exporting section later in this doc-
ument)
There are a number of Interactive reports available with the product. This is demonstrated using the report ‘Customer Top Bottom Prof-
itability’ found under Customer Intelligence Reports

Insight Reports - Release R15.000 - Page 8 of 21

Filtering
Filtering reports is the step that lets users understand their data, turning it into information. Filters are used to restrict or limit data in a
report, building the report to show only the information that the user wants to view. For example, a typical report shows Loans by product
line. A time filter on a particular month restricts the data so that only loans for the month are shown. Filtering the reports empowers users to
ask questions about their data; this is the main way in which users are said to ‘interact’ with the data.

The following example shows how a report is filtered and drilled-through to obtain the necessary reportable data.

To filter reports,

l Browse to the location of the report in the navigation pane.

l Select a date from the calendar at the top-right corner of the workspace. The highlighted dates indicate that
reports are available for the particular days.
l Once the date has been selected, a workspace for filters appear in a new window. The user can select the filters
appropriately using the dropdowns. The following screenshots give the user an idea of some of the types of
filters available in Insight Reports

Insight Reports - Release R15.000 - Page 9 of 21

 l After selecting the filters, click on the View Report button at the top-right corner of the window. The report is dis-
played.

Drill-down
Drill-down is a capability that takes the user from a more general view of the data to a more specific one. For example, a report that shows all
customers allows the user to select a customer number to view the customer details. Fields available for drilldown are typically blue and under-
lined.

Insight Reports - Release R15.000 - Page 10 of 21

Dashboard Reports
These are KPI (Key Performance Indicator) oriented reports that present a high level view of the bank’s performance and are therefore tailored
towards C-level managers. A wide range of standard flat charts – line, pie, bar, etc. as well as more advanced, funnel charts are used to present
data and information in a tangible, impactful way. They are grouped and made available under the title dashboards (Financial, Customer and
Operational). These reports provide Year and Month Filter to filter the results.

Insight Reports - Release R15.000 - Page 11 of 21

Drill-through
A drill-through feature allows the user to pass from one report to another while still analysing the same set of data. For example, a KPI dash-
board that shows the customer KPIs can allow the user to click on a KPI gauge and open an analysis grid or graph of the same data, at a more
detailed level.

The sub report is displayed when one of the KPI is clicked to provide monthly values of the KPI.

Insight Reports - Release R15.000 - Page 12 of 21

Exporting the Reports
A user can export a report as a XML, CSV, PDF, MHTML, Excel, TIFF file, MS office Word file or export the report by generating an Atom serv-
ice document, listing the Atom-compliant data feeds available from the report.

Insight Reports - Release R15.000 - Page 13 of 21

Insight Vision Reports
There are some reports which are not available from the Insight Classic (Reporter) interface. These are special kind of reports that are hosted in
Microsoft SharePoint server and can only be accessed through the Insight Vision interface.

Analysis Reports in Excel

These reports are Excel Templates hosted in SharePoint Server and made available to users through Insight Vision. These reports are available
under the Title Analysis (Financial, Customer, and Operational)

Insight Reports - Release R15.000 - Page 14 of 21

For example, showing Assets and GL Amount may not immediately make business sense, unless the user filters it to find answers to specific
questions.

Insight Reports - Release R15.000 - Page 15 of 21

When the user chooses the preferred ‘Customer Industry’ by selecting the items from ‘CustomerIndustry’ filter, the data is turned into useful
information.

Data Visualisation Reports

The Visualisation reports in Insight Vision use the Power View feature of Excel hosted in a SharePoint environment. These reports are found
under the dashboards (Financial, Customer, Operational) named as Data Viz reports.

Insight Reports - Release R15.000 - Page 16 of 21

These reports can be used for analysis in rich graphical format. For instance, the Balance Data Visualisation Report provides a cutting-edge vis-
ualization showing high-level summaries of important data. They present information in clearly defined spaces using a rotatable report’s home-
page, shape, size and colour to provide context and meaning to the user, who can identify trends and get insight at a single glance.

This kind of data visualization offers a great persuasive power. To show two figures on a data-table and to display these same figures side by
side on a chart or graph is quite different in terms of impact.

Insight Reports - Release R15.000 - Page 17 of 21

Editing Data Viz Reports
By default, most of the reports include a search bar, actions menus and filter options. Users can use these controls to alter the report data by
applying filters and sorting. This section describes how developers can customize an interactive report by editing report attributes.

The following example shows how a viz report is edited and saved.

Insight Reports - Release R15.000 - Page 18 of 21

Use these steps to edit your Data Viz report

l Once the Report is loaded, click on the Edit option at the top-left corner of the window.

l Edit the report as needed. To effectively edit a report, use the filtering options in the right navigation page.

Insight Reports - Release R15.000 - Page 19 of 21

l To save the report, go to File menu and click on Save or Save as option to save the report.

Insight Reports - Release R15.000 - Page 20 of 21

Note: Refer to the Microsoft documentation for more details about Power View in SharePoint and to Insight Vision
documentation to Install and configure Insight Vision Reports

Insight Reports - Release R15.000 - Page 21 of 21