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- Liquidity and Cashflows
- Assets and Loans
- Every single transaction with all your banks across all your entities / geographies
- Hedging and hedge effectiveness
- Reports for Management / Investors
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Retrieving Transaction Information
There are many a few ways of connecting to the database directly. For example
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retrieving information from the Canopy Data Eco-System. Any (or all of them can be used
- Canopy Visualizer: Go to Reports → Transactions
- Excel Front End: Download the latest version. Login and go to the Get Transactions tab and press the Get Transactions button
- Connect to the Database directly: Get the Canopy team to provide you with credentials and other security measures
Details on the tables inside Canopy Data Eco-System
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