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Cash Management

Reporting & Dashboarding

Cobase offers advanced dashboarding and reporting tools that let users create and customize visual insights from real-time treasury data. Build your own dashboards with pie charts, line graphs, and tabular views based on your role, access rights, and specific data needs. All dashboards and exports are governed by Cobase’s user group permission model, ensuring secure and compliant access to sensitive financial data.

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Unified insight

Reporting made simple

Whether you’re a group treasurer monitoring global liquidity, a controller reviewing payment activity, or an analyst comparing FX exposures — Cobase dashboards give you exactly the data you need, how you need it. Build once, reuse often, and always stay informed.

Complexity
Custom dashboards

Design dashboards with flexible components like charts, tables, and filters. Group data by bank, currency, entity, or account type to gain meaningful insights.

Reporting
Visual analytics

Use pie charts to break down cash by currency or counterparty, line graphs for cash flow trends, and bar charts to compare exposures or payment volumes.

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Export and share

Export dashboards or individual graphs in PDF, Excel, or image formats for internal reporting, board packs, or system integration.

Security
Secure data access

Every dashboard and report respects Cobase’s role-based access controls — users only see data from the entities and accounts they’re authorized to view.

Key features

Create dashboards with custom charts, filters, and KPIs
Visualize data using pie charts, line graphs, bar charts, and tables
Export full dashboards or individual visuals to Excel, PDF, or image files
Access governed by Cobase’s user group and permission model
Real-time data from Cobase modules and bank integrations
Drill down into underlying data from any chart or table
Reusable dashboard templates per user role or business unit
Managed setup and ongoing support — no IT burden

Frequently asked questions

Can users create their own dashboards in Cobase?

Yes. Users with the right access can create, save, and share custom dashboards with charts, tables, and filters based on live data.

What types of charts are available?

Cobase supports pie charts, line graphs, bar charts, and standard tables — all configurable to reflect cash, payments, FX, or intercompany data.

Can data and visuals be exported?

Yes. You can export dashboards or individual elements as Excel, PDF, or image files for reporting or presentations.

Is access to dashboards restricted by user role?

Yes. All dashboards and reports respect Cobase’s permission model. Users only see data from the entities and accounts they’re allowed to access.

Can dashboards be shared between users?

Yes. Saved dashboards can be reused or shared with other users, as long as their access level allows it.

Interested?

Manage all your bank accounts centrally with Cobase

Simplify your cash management and save valuable time. One platform, complete control over all your financial flows.
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