Real-Time Dashboards. Comprehensive Reports. Complete Business Visibility.
Get a consolidated view of your lending and supply chain finance operations with TradeVista's integrated Reporting & Analytics module. Monitor current business positions through role-based dashboards, generate statutory and financial reports, track portfolio performance and access management information—all from one platform.
- Secure Platform
- Role-based access
- Inspection ready
What Is Reporting & Analytics in Lending & Supply Chain Finance?
Financial institutions need accurate, timely information to manage their portfolios, monitor transactions, control exposure and meet reporting requirements. TradeVista Reporting & Analytics brings operational and financial data together, enabling banks, NBFCs and other financiers to view current positions, track business performance and generate reports across their financing operations.
From applications and sanctioned limits to disbursements, invoices, outstanding receivables, collections, repayments, interest and charges, users can access relevant information through interactive dashboards, standard statements and detailed MIS reports.
With centralised reporting TradeVista reduces dependence on manual spreadsheets and helps teams make informed decisions using consistent, accessible information.
- 1. TransactionsCapture applications, approvals, disbursements, invoices and repayments.
- 2. Centralised DataConsolidate operational and financial information.
- 3. DashboardsMonitor current positions, portfolio performance and pending actions.
- 4. Statements & ReportsGenerate statutory, financial and operational reports.
- 5. MIS & Analysis Review trends and export supported reports in PDF or Excel.
Why Reporting & Analytics Matters for Financial Institutions
Real-Time Business Visibility
Monitor current portfolio positions, outstanding balances, limit utilisation and transaction status.
Comprehensive Reporting
Access statutory, regulatory, financial, operational and management reports based on institutional requirements.
Better Portfolio Monitoring
Analyse exposure, financing activity, overdue positions and portfolio concentration across customers, buyers, suppliers, products and business units.
Improved Financial Control
Review disbursements, invoices, collections, repayments, interest, charges and outstanding balances.
Faster Decision-Making
Provide management and operational teams with timely information for reviews, planning and corrective action.
Reduced Manual Effort
Generate standard statements, registers and MIS reports without repeatedly compiling information from multiple spreadsheets.
Reporting & Analytics Challenges and How We Solve Them
Reporting & Analytics Across the Financing Lifecycle
Reporting draws on information generated across the platform, connecting operational activity with portfolio monitoring and financial reporting.
Lead Management & Loan Origination
Monitor leads, applications, approvals and sanction status.
ExploreLimit & Exposure Management
Review sanctioned limits, utilisation and available exposure.
ExploreFinancing & Disbursement Management
Track approved financing, disbursements, invoices and outstanding balances.
ExploreCollections & Repayments
Monitor collections, repayments, overdue accounts and ageing.
ExploreFinance & Accounting
Review interest, charges, account statements and financial positions.
ExploreGovernance & Compliance
Access relevant registers, exception reports and audit-related information.
ExploreReporting & Analytics for Every Business Function
Management
Business performance, portfolio health, pipeline and consolidated exposure.
Credit & Risk
Customer exposure, limit utilisation, overdue positions and portfolio concentration.
Operations
Application status, financing transactions, collections, pending actions and exceptions.
Finance & Accounts
Customer statements, interest, charges, repayments and outstanding balances.
Compliance & Audit
Applicable statutory reports, operational registers and audit-related information.
Key Capabilities of Reporting & Analytics
Role-Based Dashboards
Provide management, credit, risk, operations, relationship managers and finance teams with relevant information according to their roles and access permissions.
Current Position & Portfolio Reports
View outstanding financing, disbursements, available and utilised limits, receivables, repayments, overdue positions and pending transactions.
Statutory & Regulatory Reports
Support applicable statutory and regulatory reporting requirements through configurable formats and reporting parameters, based on the institution's needs.
Financial Statements
Generate customer account statements, transaction statements, invoice statements, interest and charge details, repayment records and outstanding balance reports, as applicable to the financing product.
Operational Reports & Registers
Access application and proposal registers, sanction reports, disbursement registers, invoice financing reports, collection reports and ageing analysis.
Exposure & Risk Reports
Analyse financing exposure, limit utilisation and portfolio concentration across customers, buyers, suppliers, products, currencies and branches.
Exception & Overdue Monitoring
Identify overdue receivables, pending authorisations, unapplied or suspense receipts and other exceptions requiring attention.
MIS & Management Reports
Generate business pipeline reports, portfolio summaries, financing performance reports and management information for periodic reviews.
Downloadable Reports
Export supported reports in PDF and Excel formats for analysis, reconciliation, record-keeping and sharing.
Audit Trail & Access Control
Support controlled access to reporting information and visibility into recorded transactions and changes, subject to configured permissions and platform capabilities.
Know Your Current Position. Report with Confidence.
From real-time dashboards and portfolio monitoring to statutory reports, financial statements and management MIS, TradeVista helps financial institutions access the information they need to monitor operations, maintain financial control and make informed business decisions.