Guide to working through report workflows in Convier — covering how to fill out input fields, deep-dive into data, save reports, and automate tasks in connected systems.
One of the main usecases in Convier is working through a report workflow. This section will describe how to review and write a report in Convier, how to deep-dive into data analysis during the report workflow, how reports are stored and how Convier can automate certain workflow tasks in connection with other systems.
The purpose of the report is to make it as easy as possible for a user to analyse and document every necessary step in a defined analysis workflow. Examples of such workflows are Customer Due Diligence reviews or reviewing a Transaction Monitoring alert.
Example of a report view for an Enhanced Due Diligence report, connected to a KYC case object from a CRM system
The report view consists of sections addressing different themes or steps in the designed workflow. Each section can contain
All the charts in a report section are interactive and clickable. See the Concepts in the Convier platform page to learn more about how to interact with the different chart types.
Example of a report section dedicated to documenting a customer’s sources of funds
Click the helptext dropdown to see guidelines related to this report section
Some of the charts in the report will contain a date selector that allows the user to change the date range for the data loaded in the report. Usually, the report is configured such that changing the date range for one chart automatically applies to all data in the report.
A report section containing a chart with date selector
The charts in a section gives an overview of the data that is relevant to review for the analysis task at hand. However, it is sometimes necessary to dive into more detailed data. All charts in the report view are clickable, and can take you to a more detailed view of the data it is displaying. For instructions of how to navigate into detailed data views from each chart type, see the chart descriptions. If your screen is wide enough, all views opened from the reporting view will by default end up in the right-hand side panel. The new tab can be moved or closed as described in the section Navigation. To further filter and analyse the data in the detailed Browse view, please see the Analysing data section.
Side-by-side view of a report and a Browse view produced by clicking “Explore all” from the “Debit grouped by category”-chart in the report
The report view will usually contain multiple user input fields which the analyst can use to document their findings during the analysis.
Free text input The freetext field allows you to write any text, paste in images or screenshots or add data directly from charts. Standard keyboard shortcuts can be used while writing in an input field:
Freetext input field
Some free text fields are configured to only accept text input, and will therefore block pasting of any images into the input field. Such input fields will display an info message when selected as the active field.
Text only freetext input field
Multiselect A multiselect input field allows the user to select bewteen several predefined choices.
Multiselect input field
Dropdown select The dropdown input field allows the user to select one out of several predefined choices.
Dropdown input field
Data from the charts and views in the platform can be added into the input fields of a report using the “Add to report”-functionality. In order to add a value into an input field, first place the cursor to the point in the input field text where you want the value to be added. Then click the value you want to add and select “Add to report” to insert the data value into the text.
A value has been added to the input field using the “Add to report” functionality
Entire rows of data can also be brought into the input fields from the Browse view. Start by marking the rows you wish to add to the report. Hold down Cmd or Ctrl to select several rows. Copy the rows using Ctrl + C (Cmd + C) on your keyboard ****and paste them into the desired input box using Ctrl + V (Cmd + V).
Two rows of transaction data has been added to the input field from the “Browse” view
If previous Convier-reports have been stored on an entity (e.g. a previous Due Diligence report on a customer), the assessment texts from the previous reports can be automatically retrieved and re-used in the new report by using the “Show history” feature.
“Show history” indicates that there is a previous Convier-assessment available for the customer in this report
The assessment text from the previous report can be re-used in the current report using the “Copy value” button to copy the text and then pasting it into the input field
it is possible to make reports show in read-only mode when they are deemed finished, e.g. when the connected CRM-task is set as “closed”. All input-fields in the report will be locked and impossible to edit in read-only mode. To “re-open” the report and continue editing it, the trigger value for the read-only mode must be changed. This can usually be achieved by reopening the connected case in the CRM-system (depending on the Convier setup in your organisation).
Example of a report in read-only mode
Report data is stored in the following way:
As a user is editing a report, the contents written in the input fields will be temporarily stored in the user’s local browser. This means that if a report is closed and then re-opened by the same user, the contents written in the input fields will still be there. However, another user opening the same report will not see and content in the input fields. If the local browser data of the user is deleted (f.ex. due to an upgrade), the written report content will also be deleted. It is therefore advised to always properly save a report before closing it.
The “Save” button will store the current report to the report store configured for the project in question. The report store is usually a dedicated database for report data, but can also be a CRM system or other store location. Saving a report will store all the contents of the report; both the written user input and the rest of the report’s data content.
When a report is stored, both the contents of the input fields and the report data (charts etc) is saved. This means that a stored report will load the report data with the values they had at the time the report was saved for the first time. The timestamp at the top of the report contains information about what time the report data is loaded from. Saved reports will not automatically update it’s data to the newest available version.
The “Data:” timestamp at the top of the report page indicates the time when the data in the report was loaded the first time
To discard the unsaved changes you have made locally to a report, select the dropdown button next to “Save” and click “Discard”. This will load the last saved version of the report from the report storage.
If you want to start completely fresh with a report, select the “Start from scratch” option from the “Save” dropdown. This will load a completely new version of the report, with all input fields empty and all data refreshed to the newest version. Only select this option if you are certain that you no longer need the existing contents and data of the previously stored report.
In addition to saving a report, additional report actions can be configured for a report object type. The actions can be launched by clicking the configured action button underneath the “Save” button. Action buttons are usually set up to perform automatic actions and process flows in other systems integrated with Convier. Examples are actions that automatically sends a PDF version of a report to an archive system, or an action that automatically writes a report summary to a CRM system and closes the associated CRM case.
Example of two action buttons “Send to 4-eyes control” and “Write to CRM”
The “Print PDF” button can be used to generate a PDF-version of the loaded report. Clicking the button will open the Print-dialogue in your browser. Select destination “Save as PDF” to download the PDF to your computer.
