Executive Information System for UltraData Enterprise Core Product

Timely Information for Decision Makers
Credit unions require a comprehensive, scalable
reporting solution that provides decision-makers
with the information necessary to make timely,
informed decisions. Executive Information System
(EIS) for UltraData® Enterprise is a reporting
and analytics solution that combines the power
of UltraData Enterprise Core with the drag-anddrop ease of Microsoft SQL Server® Reporting
Services. The result is a powerful, centralized
reporting environment that enables credit unions
to quickly and easily generate complex reports for
executive leaders and board directors.
Key Benefits of Executive Information System for
UltraData® Enterprise
• No SQL experience? No problem!
• B
uild executive and board reports quickly and easily using
the Report Builder tool
• F
ree up technical experts to work on complex, customized
report creation
• Maintain complete control over report generation security
• R
educe printing costs and improve communication using
report distribution options
• A
utomate report generation using scheduling to create a
personalized subscription to any report
How EIS Works
EIS is designed to help non-technical business users — and
even technical experts — create reports and conduct analysis
on data housed in UltraData Enterprise Core. New and updated
data is pulled from UltraData Enterprise Core on a daily basis
and uploaded into EIS. Common data elements used for
Lending Payments Core Channel Treasury Services Optimization
reporting are brought together into simplified reporting tables,
eliminating the need to create SQL queries to join these
elements. These elements are also formatted appropriately
depending on the field type. Utilizing the power of Microsoft
SQL Server® Reporting Services, you can then view reports via
a Web browser or have reports delivered internally to your inbox
or other destination of choice in a variety of output formats.
With the EIS, your credit union will have access to a variety of
standard reports, as well as the option to create custom reports
based on individual user needs.
Standard Reports
Your credit union will no longer have to rely on IT personnel to
create and distribute reports. To ensure timely, key information
is available to users, EIS includes a set of easily accessible
standard executive and board reports. With the click of a
button, users can select a report and quickly access the
information they need to make real-time decisions. For a
complete listing, please see the “UltraData Enterprise Report
List” document.
Core Solutions
Reports can be delivered in a variety of formats, with a range of
interactivity and printing options. Complex analyses can reach
a broad audience through the distribution of reports as a data
source for downstream business intelligence.
Through an integrated component of Microsoft SQL Server®
Reporting Services, EIS provides:
• Table, matrix and chart reports
• Report scheduling and publishing
• Role-based security to control access down to an
individual report
• Intranet-based viewing and management
Custom Reports
Using the Report Builder tool and simple drag-and-drop
operations, users are able to select specific data fields and
• Email, file share or EIS portal delivery options
• Support for Adobe® PDF, Microsoft Excel®, CSV, XML, TIFF,
Web Archive, HTML or MS Docs
create custom reports. To simplify this process, fields in EIS
Security Features
are labeled similar to those in UltraData Enterprise Core,
Providing users with access to the information they need is
important, but so is safeguarding data. To help ensure your
credit union is able to protect member data, EIS includes a
flexible security model. Whether users are accessing standard
reports or creating custom reports, built-in security features
allow you to define end user data retrieval options based on
specific roles and security requirements.
making it easy to find and select data fields. Custom reports
can be saved and archived for future use and viewing. Creating
custom reports may be ideal for some credit unions, but
others may require additional assistance with this task. For this
reason, D+H offers report writing services to assist you with
the creation of custom reports if necessary.
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