About Grid Reporting in Maxsight
Grid Reporting in Maxsight is a self-service data visualization and export tool for account and operational Grid data.
Dashboards
Grid Reporting provides visual dashboards for both account and operational data.
Dashboard data in Grid Reporting is refreshed on an intra-day basis.
Account dashboards
Account dashboards display inquiry volume data across accounts or firms, providing insights to management and leadership who are responsible for trend monitoring, portfolio performance, and comparative analytics.
Grid Reporting account dashboards include an account heatmap dashboard that breaks down match events and stages, and an account stats dashboard that reports inquiry volume by firm or account.
Operational dashboards
Operational dashboards provide data on submitted inquiries, allowing analysts and managers to access frequent updates on open items, review statuses, and user activities.
Operational dashboards include:
An open items dashboard that reports on matches and open batches.
A review dashboard that reports on match generation and review efficiency.
A user dashboard that monitors user activities and workload distribution.
A PEP heatmap dashboard that provides details on PEP matches, including PEP types, ratings, and levels.
Data export
Grid Reporting provides a robust data extract tool to access your available data on demand. The export file contains inquiry and entity data for your account to use for reporting and analysis.
User management
In Maxsight, you can manage Grid Reporting user access and roles. Read more about users in Manage Grid Reporting users.