eVestment has recently made several enhancements to our reporting capabilities, both within our Analytics platform and in Excel. With the latest release of our PowerLink plug-in, we have made it even easier for our clients to access the power of eVestment in Excel.
Feedback from our clients was a large part of this new release. Clients reviewed several beta versions released through our Labs community. We had 30 different users total over 300 sessions to test the new plug-in and give feedback. We have included several changes based on that feedback in the version that is available today. Thank you to those clients for their invaluable input!
Coupled with our recent improvements to our in-platform Design Lab, clients now have their choice for reporting data in the way that best fits their workflow, whether that is through the eVestment platform or via Excel.
Online reporting with Design Lab
Included with your Analytics subscription, our online report creation tool lets you make polished materials using customized tables, charts and graphs right from within the eVestment platform. Typically, we find our clients use this reporting functionality both internally within their organizations to distribute information or externally in presenting to their own clients. The most common types of report templates we see clients using are competitive analysis, fact sheets and performance snapshots. And while eVestment does provide a library of templates, you are also free to create your own and share templates with fellow eVestment users at your firm.
Design Lab is meant to be used in a repeatable process that scales with your reporting needs. Included are all the different content types available throughout our platform – data from Holdings Analysis, Asset Flows, Advantage, peer rankings, performance, etc. You can batch and schedule your reports by setting up your template one time and refreshing when needed – whether that is every month, every quarter or every year.
Excel reporting with PowerLink
For those of you who work with large datasets, require heavy customization or simply prefer to work in Excel, the newest version of our PowerLink plug-in gives you robust access to eVestment data – all from within Excel. PowerLink is best suited for clients who have existing reports that need to roll forward with the most recent data and those with reports that may incorporate other internal data sources outside of eVestment.
Once the plug-in is installed, you can select the type of content you would like to add to your report. You’ll be able to configure your parameters and options just like you would on the eVestment platform. After the chart or table is added to your spreadsheet, you can then further customize using all the available Excel options. Once you have your report exactly how you like it, all you need to do is click to refresh your data when needed – at the frequency of your choosing.
We hope these enhancements will help to save you significant time during your reporting cycles. Try them out and let us know what you think. If you run into any issues or if you have any questions, please feel free to contact us at firstname.lastname@example.org.