Custom Report Query Setup
Ad-Hoc Data Mining and Custom Extract Template Setup
Configure ad-hoc data queries, format custom report extract templates, and merge static financial data into operational extracts.
Ad-Hoc Query & Custom Extract Design
The query wizard in GlobalWealthES™ allows operations specialists and report designers to construct ad-hoc financial extracts.
Users query accounting ledgers, select static account parameters, define export formatting, and schedule recurring report generation.
Core Operational Capabilities
Ad-Hoc Data Mining Query Wizard
Query tool allowing staff to search, filter, and extract custom portfolio and ledger datasets.
Custom Extract Template Setup
Defines custom extract layout rules, merging static client data with financial ledger balances.
Scheduled Extract Automation
Saves custom query configurations as reusable, scheduled extract templates for automated processing.
Request a Demonstration of Custom Report Query Setup
Contact our reporting team to see how GlobalWealthES™ supports custom data queries.