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
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
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
Insights to help you build your own beautiful reports
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.
How Sesame Revolutionises Reporting for Family Offices