Looking to modernize and achieve self-service within their reporting process, a leading investment management firm wanted to promote the use of Tableau within the entire organization. However, the firm’s asset management division still relied heavily on the use of traditional BI tools for generating their Account Receivable Reports.

Using Pixel Perfect ‘On Demand’ the firm was able successfully generate fully formatted and print-ready Account Receivables Statement (at scale). This further helped the firm’s asset management division to sunset their traditional BI tools, and effectively adopt Tableau for all their reporting requirements.


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