About Grid View in Maxsight
Grid View in Maxsight is a self-service reporting and data visualization tool for account and operational Grid data.
Dashboards
Grid View provides visual dashboards for both account and operational data.
Dashboard data in Grid View 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 View account reporting includes 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 View provides a robust data extract tool for you to access your available data on demand. The export file contains inquiry and entity data for your account for reporting and analysis.
User management
In Maxsight, you can manage Grid View user access and roles. Read more about users in Manage Grid View users.