Drag-and-Drop Field Selection
The report builder opens with a field palette on the left and a report canvas on the right. Drag any of the 50+ available fields onto the canvas to add them as columns. Reorder columns by dragging them into position. Remove fields by dragging them back to the palette. The interface is designed for business users, not database administrators — if you can use a spreadsheet, you can build a report.
Fields are organized by category: account information, transaction details, payment specifics, FX data, card data, loan data and audit fields. Select fields from multiple categories to create cross-functional reports. For example, combine account balance fields with transaction detail fields and FX rate fields to create a multi-currency cash position report that no standard template provides.
Every field supports filtering: equals, contains, greater than, less than, between, in list. Combine multiple filters with AND/OR logic. Date range filters support relative dates (last 7 days, this month, previous quarter) that automatically update when the report runs, keeping scheduled reports current without manual adjustment.
