How to generate reports

With CXFacts bank platform you are able to generate reports.
To get started please follow the next few steps:

1.Please click on Reports/Custom Report on the navigation panel of your dashboard.

2.In the next steps you will need to define the content of the custom report.

3.Please click on ,,Select Customer” to specify which customers you’d like to have reports on.

4.Please select customers (note that there is a possibility for multiple choice) and specify your filters by selecting industry, product areas and country of global head office.

5.Please click on ,,All Product Areas” to specify which product areas you’d like to have reports on.

6.Please select product areas you want reports on. (Note: there is a possibility for multiple choice). Then click ,,Continue”

7.After defining the content of the report, please click on ,,Generate Report”. The system will automatically download the file in PDF format.

1.Please click on Reports on the navigation panel of your dashboard.

2.Please choose report and click on ,,View”. The system will automatically download report.

Help

In case of any questions, issues regarding the CXFacts platforms, please contact CXFacts support line by:

Email: hello@cxfacts.com

Phone: (+45) 69 17 30 01