- Core 2.0-Completed
- Login
- Advisor Dashboard
- Statement Management
- Analyst Dashboard-Standard
- Benchmark Group
- Sector Group
- Sector Benchmark Sort Group
- Asset Group
- Run Report-Transactions
- Run Report-Holdings
- Run Report-Daily Master Listing
- Run Report-Sector Detail
- Run Report-Performance
- Global Feature-Advanced Search
- Widgets Library
- Theme Settings
- Report Builder 2.0-Completed
- Login
- Report Editor Screen
- 74 Sub Reports
- View Page
- Edit View
- 358 Formatting Options
- 208 Data Options
- Create Page
- Create Report Package
- PDF Merge
- Blank Page Feature
- Report Library
- Processing Time Optimization
Project Description
The Project is responsible for the Development & Release of Core Dashboard 2.0 & Report Builder 2.0 across all existing & new clients of FirstRate Inc
Project Details
- Client: Reporting and Analytics
- Date: April 26, 2022
