Description: Enhanced reporting capabilities for RBA and Audit assessments, ensuring both native 6clicks reports and Power BI dashboards provide turnkey, user-friendly outputs. The reporting framework will seamlessly support different authorities, custom fields, and varied audit requirements without requiring manual adjustments. Engaging visuals and flexible views will make it easier for advisors, auditors, and stakeholders to extract value directly.

Key Components:

• Native reporting enhancements with built-in support for multiple authorities and their unique custom fields
• Power BI reporting templates designed to adapt automatically to different RBAs and audits (turnkey, minimal editing required)
• Support for custom RBA fields and audit-specific scoring logic through configurable report views
• Comprehensive views available across both in-app (native/YF) and Power BI environments
• Default reports with engaging, visualized insights for broad usability
• Option for tailored/custom reports for specialized audit scoring requirements

Benefits:

• Eliminates the need for repetitive report editing per RBA or authority
• Provides turnkey reporting that adapts automatically across authorities and audits
• Enhances decision-making with clear, engaging, and standardized visuals
• Supports both standardized and specialized reporting needs within one framework
• Saves time and reduces complexity for advisors and compliance managers managing multiple RBAs