Comprehensive reporting tools built-in
To offer comprehensive reporting, private markets firms often need to resort to “bolting-on” third party reporting products, which need integrating, managing and have their own associated costs. Whereas LemonEdge, has all the capabilities you need, built-into the core product, so there’s no need to look elsewhere.
Any data in LemonEdge can be extracted using data queries, and they’re built using a user-friendly drag’n’drop tool, available to any user with the suitable permissions.
Transform and manipulate data
Once extracted, your data queries can be used to manipulate the results to meet your specific requirements. How complex your manipulations are is down to you, and we offer training to help you get the most from your data.
Design bespoke pdf reports in LemonEdge
No third-party software is needed to create bespoke, professional-looking PDF reports, which are fully brandable down to the colours, fonts, logos and styles used. Giving you the capability internally, without costly 3rd parties, to make customised, investor-facing reports.
A choice of file types
You’ll have your preferred filetype for reports that you export, and in LemonEdge, you can choose which you’d like to use. We currently support PDFs, Word and Excel, but if there’s another format you need, let us know, and we’ll see what we can do.
As with everything in the LemonEdge system all report design, build and generation activities are recorded in the comprehensive LemonEdge audit logs. So, if something changes, you can quickly see what happened, who did it and when.
We give you the flexibility to deliver your reports in whatever way works for you and your clients. Email your reports, push them into your LemonEdge Portal (or a third party), or even deliver them via API to your client’s system - the choice is yours.
We integrate with your solutions. In addition to the benefits of using the comprehensive on-board LemonEdge reporting tools, if you have any pre-existing third-party solutions, we will work with you to make LemonEdge a seamless part of your wider technology eco-system.
A proven alternative to legacy systems
Guillaume de Malliard, COO and Partner at Astorg Group