As your finance company grows, custom reporting will become more valuable than ever. Welcome to the the Centrex Software custom reporting suite.
Managed Data Cloud Reporting
Custom Reporting
Centrex data sync every 15 minutes to Snowflake
- Snowflake Data Sync
Every 15 minutes the data sitting in your Centrex DB will be synced into a secure snowflake warehouse. - Custom SQL Injections
You can inject any sql query you would like into the Snowflake warehouse to pull any data set you require. - Tableau Business Insights
Data will be pulled into the Tableau Business Insights software for dash-boarding and viewing custom data.
Custom Reporting Made Easy
Data Warehousing and BI Tools
- Snowflake Data Warehousing
Snowflake is one of the best platforms in the business that will help you manage all your data in one place. Pull in third party data to sync with your Centrex data.
- Tableau Business Intelligence
Tableau offers one of the most dynamic business intelligence reporting tools in the finance sector. Data cleansing and custom dash boards and much more.
Don't have your own development resources?
Centrex can help with building out all your custom reports.
FAQ
Questions Our Customers Ask
What is the process of setting up MDC with Centrex?
The process starts off with signing the Centrex Software Managed Data Cloud Proposal. Once that is signed, the Centrex development team will fire up a Snowflake instance and grant you access to that instance. Once that is completed, you will express to us what BI tool you have decided to use and we will integrate the two together. Here at Centrex we prefer Tableau. Lastly, we will train you on how Snowflake and Tableau operate and even give you a few examples.
What kind of reports can I build?
Because you will have complete access to your database tables, you can really build any report you would like. Once you have learned the relationships between the tables, you can cross reference any data point you want as long as it resides within the Centrex platform.
Will I get training on SnowFlake and Tableau?
Yes…at the bare minimum we will show you around both platforms so you are familiar with them. The building out of reports on your behalf will come at a cost. That cost will depend o the types of reports you would like built.
What if I can't build my own reports?
The Centrex consulting department is very knowledgeable on both Snowflake and Tableau. For a consulting fee we can build out reports on your behalf. The more detailed you are with expressing to us the types of reports you want or need, the lower the consulting fee will be.
Does MDC act like a data backup?
Yes!! Because it’s an every 15 minute sync, the Centrex data that sits in your SnowFlake instance is in fact a backup of all your data.
Can I merge in third party data?
Yes….SnowFlake and Tableau have several different types of third party integrations. You can even upload data manually to merge with your Centrex data.
