External reports request module

The External reports request module allows invoking external procedures for report generation and preparation of printed forms from the capQORT terminal. The generated report can be imported to the system as a file or a terminal table.

Main Features

  • Request of external reports from the main and context menu of the capQORT terminal
  • A possibility to use data both from capQORT and external systems
  • Arbitrary report forms
  • A possibility to simultaneously generate several reports from either one or different terminals

To generate an external report, parameters are initially set in the external report template file (*.xml), with specifying the report name and its key parameters. When the report is called with the corresponding menu item, a user is prompted to specify parameter values (to specify manually or choose from dropdown lists), following which the system activates an external application for its generation. It is possible to adjust dropdown lists and use data types unavailable in capQORT as parameters.

The module allows importing reports in two ways:

  • In xml files (in this case reports are available as a capQORT terminal table)
  • In files which can be opened by Windows applications (MS Word, MS Excel, etc.)

  1. Generation and printing of arbitrary printed forms prefilled on the basis of capQORT data.

    By choosing in one of capQORT tables a row which displays information on the trade, non-trade operation, etc., with the help of an additional context menu item, a staff member invokes an external procedure to generate a text document prefilled on the basis of the row chosen in the table.

  1. Generation of usual internal report forms and calculation of special indicators by using internal methods.

    If the indicators are to be calculated by non-standard formulas or methods which are classified as a trade secret (for example, PnL, mark-to-market for derivatives market assets, etc.), the calculation is accessible in the context menu or the terminal menu with a possibility to upload results to capQORT via the IDB or the Web-services integration module.

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