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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
Accessing the Analytics Dashboards
The dashboards can be accessed from https://analytics.canopy.cloud using the credentials provided
Retrieving Raw Transaction Information
If required, the underlying raw transaction information can easily be retrieved. There are a few ways of retrieving information from the Canopy Data Eco-System. Any doing so and any (or all of them) can be used
- Canopy Visualizer: Go to Reports → Transactions
- Using Canopy OpenAPIs: Postman document on Canopy OpenAPIs is here. Also
- Excel Front End: This is a user friendly implementation of the Canopy OpenAPIs. It can be freely downloaded and uses the same credentials as the Canopy Visualizer. Download the latest version. Login and go to the Get Transactions tab and press the Get Transactions button
- Sample Code: Sample code for using APIs with Python is here
- Connect to the Database directly: Get the Canopy team to provide you with credentials and other security measures
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