[FA104] AEF – Customized Reporting

Duration of Course: One day

Course Covers

Reporting is a central part of front-, middle- and back-office work. This course introduces the XML (Extensible Markup Language) and XSLT (Extensible Stylesheet Language Transformations) reporting framework that is the foundation for all reports in Front Arena.

Basic Reporting

This section covers basic day-to-day usage of the reporting functionality included in Front Arena. It includes an introduction, demonstration and exercises of the following:

  • Producing a portfolio report
  • Highlighting differences between these reports and ASQL based reports
  • Scheduling batch reports on the ATS
  • Understanding the report pipeline
    1. Overview of the reporting script structure
    2. XML's role in the reporting
    3. XSLT transforms for multiple output formats
  • Exercises:
    1. Create reports from PRIME with different data formats including HTML, text and PDF.

Customizing reporting

In the second part of the course, we cover how to customize the existing reports. This requires in-depth understanding of the technologies. It includes:

  • Introduction to XML, XSLT, CSS
  • The basics of XSLT needed for understanding the report templates and making changes to them
  • An exercise on creating customized versions of templates

Goal of the Course

After the course attendees should:

  • Have a solid understanding of what the Reporting framework encompasses and how it is structured
  • Be able to produce and schedule the standard reports
  • Be able to make customized versions of the existing reports

Target Audience

Front-, middle- and back-office personnel working with reporting.

Participants must be employed by a customer of SunGard Front Arena or an Authorized Front Arena Partner.

Required Knowledge Level

Users should be familiar with:

  • Basic usage of Front Arena
  • Basic usage of the Trading Manager

Type of Course: Technical