REPORTING

Save your team hours with one powerful reporting tool

The only tool you will ever need for building, scheduling and distributing reports, natively connected to your Sesame data and analytics.

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REPORT BUILDER PUBLISHER

Build beautiful reports in minutes and share them via live dashboards or automated scheduling.

Turn your investment data into insightful and visually compelling reports with drag-and-drop functionality.

  • Use pre-configured components to save you time and customise reports to your unique needs
  • Send reports that match your branding by using your own logo, colours and fonts
  • The perfect tool for newsletters, factsheets and full consolidated reports
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REPORT BUILDER GRID

Seamlessly integrate your existing spreadsheets and create custom populated spreadsheet reports in minutes.

A complete tool for creating workbooks from scratch and automating your favourite existing spreadsheet reports:

  • Instantly connect to Sesame’s data warehouse and analytics engine
  • Keep all your existing formatting, formulas and conditional formatting
  • Interact with your spreadsheets natively in Sesame or schedule them to run at any frequency
  • Bring any spreadsheet to life, whether reports, analysis or reconciliation-focused
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REPORT CENTRE

Empower your team to build, schedule and access all your reports in one place

Bring all your reporting tools under one roof:

  • Explore our library of pre-built report templates for a quick start or inspiration
  • Get instant access to the reports you’ve marked as favourites
  • Share dashboards via email and create delivery schedules for reports to be sent to stakeholders on a regular basis

Resources

Insights to help you build your own beautiful reports

 

Blog

Why Sesame is the Future of Trust Bookkeeping & Monitoring

Trustees are under more pressure than ever. To fight back against the squeeze on margins, find out why trustees are choosing Sesame to automate bookkeeping and digitalise monitoring. 

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Blog

How Sesame Revolutionises Reporting for Family Offices
Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.
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Blog

How Sesame Revolutionises Reporting for Asset Managers
As investor service expectations evolve in their pursuit of clearer insights, new risk metrics and visually compelling reports, asset managers need the on-demand flexibility to keep up.  Find out how Sesame revolutionising reporting for asset managers. 
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