Search and Reporting

FrontInvest Advanced Search and Reporting Capabilities

FrontInvest offers a wide range of sophisticated reporting and search capabilities

Advanced products like FrontInvest store a great deal of data related to investments and performance, posting operations and investors. It can be challenging to find important information and to format it for consumption by colleagues, investors, regulators and other stakeholders.

eFront solutions offer many techniques for getting data into the system – including import routines, drag and drop, and integrations with various third party systems and applications. FrontInvest private equity software also provides several powerful and useful search and reporting capabilities for getting data out of the system.

Everywhere Search is a Google-like search function for searching across specific objects or the entire database. Results are neatly presented on a page with hyperlinks to objects and attachments.

Grid Search enables users to easily search across an object while using filters similar to those available in Microsoft Excel.

Grid search screenshotPowerful grid-based searching within FrontInvest

Users can enter complex criteria with advanced search operations such as “contains,” “like” and “pronounced like.” For example, a business user can search for deals with a specific date range, level of sales, and minimum expected return multiple. The results can be quickly filtered by industry or geography by dragging and dropping columns to create collapsible groups and automatically generated tabs containing subsets of the original search results.

Full-Text Search is available for documents and files uploaded into FrontInvest. All contents are indexed to identify matching content within a document and not just in a file name.

Outlook Search searches FrontInvest content such as contacts and companies from within Microsoft Outlook via the Outlook add-in.

Type-Ahead Search lists and updates results in real time as letters are entered into a search field.

Query Builder is a dynamic tool within FrontInvest that queries data related to any object in the system to create ad hoc reports. Queries may contain a combination of static data and calculated data such as multiples and IRR. The data queried with the query builder can be exported to Excel, used in dashboards, accessed via the FrontExcel Add-in and used by reports designed with FrontReport.

FrontExcel Add-in is an innovative way for users to access FrontInvest data, such as that organized by the Query Builder, from directly within Excel.  Within Excel, users can refresh the data, ensuring that they are using the most current data. They can then further manipulate and format data for any kind of reporting need.

FrontReport Designer is a report-configuration tool that enables users to create custom reports and templates which can produce output in Microsoft Word and Excel, PDF, and HTML formats. FrontReport provides the ultimate flexibility for customizing and transforming how investor, management, regulator and customer-facing reports are formatted and produced.

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