Simplifying the Process for Creating Reports

June 23, 2023  Media, PA
New Features

We often receive requests from clients for a report or invoice that includes custom verbiage, formatting, or information in accordance with their company’s insurance operations. Invoices, for example, must include account details, payment instructions, and itemized premium charges to facilitate the collection process across many accounts.

While a number of standard reports are available in Quadra® to support data presentation needs or analysis, we know that systems and practices vary greatly from client to client.  AETI® will soon launch Report Builder in Quadra that will allow users to create or edit reports and invoices through controls provided by DevExpress. Since DevExpress is an industry leader in creating tools designed to enhance user interfaces, data visualizations, and the productivity of applications, this new feature will provide convenience and flexibility.

Report Builder will include a drag-and-drop interface that lets users arrange and customize report elements such as images, text boxes, and data fields. Plus, a wide range of formatting options will be available. The interface simplifies the report design process and eliminates the need for complex coding. Report Builder’s binding capabilities will map fields to report elements, meaning reports will automatically update with real-time information.

Ultimately, users will benefit from the system’s user-friendly interface, seamless data integration, and formatting options that will support the creation of impactful reports.  

Below are just a few of the capabilities that will be available once Report Builder launches:

Use the Rich Text tool to adjust formatting

Drag and drop data-bound fields to the report as needed

Stay tuned for more details on the launch of Report Builder in the coming weeks!

About Quadra®

Quadra® is a SaaS solution used to manage over $31.5B in exposures across 10,700+ accounts.  This one-of-a-kind solution can accommodate all types of insurance exposures and includes over 130 categories including vehicles, real estate, structures, and payroll. The allocation feature is unique in the alternative risk market for determining the true cost of risk. Advanced reporting capabilities provide risk managers and CFOs with an exceptional tool for finding insights that control losses and improve the bottom line.  If you are interested in learning more about how Quadra can support your organization’s goals, please contact us!

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