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This blog post is the first of three dedicated to helping new users of Zephyr OnDEMAND (ZOD) get started with using the platform.  Zephyr OnDEMAND (ZOD) is Informa Zephyr’s current online product.  This innovative, web-based reporting tool allows asset managers or advisory firms to fully empower their sales and marketing representatives by giving them the ability to quickly and easily generate compliance-approved Zephyr reports from any location that they have an internet connection.  This post will go over how to generate a report on ZOD.

Generating ZOD Reports

The first step to doing anything on ZOD is logging into your site.  This is done by browsing to www.zephyrondemand.com and entering your e-mail and password.  Once in, you will notice that ZOD is designed in a tabular format for accessing the different areas of your site.  One of these tabs is the “Reports” tab and the tab you will be directed to after sign in.   

On this tab, you will find all the reports your compliance or sales team has made available for you to use.  Below are instructions for generating one of these reports.

The first step is to decide which type of report you would like to run.  ZOD comes standard with seven reports. 

  1. Quick Single Fund Fact Sheet (compatible with Morningstar US Mutual Funds and Lipper US Mutual Funds data - data subscription fee applies)
  2. Detailed Single Fund Fact Sheet (compatible with Morningstar US Mutual Funds and Lipper US Mutual Funds data - data subscription fee applies)
  3. Two Fund Comparison (compatible with Morningstar US Mutual Funds and Lipper US Mutual Funds data - data subscription fee applies)
  4. Portfolio Comparison Fact Sheet 
  5. Blend Analysis 
  6. Manager Analysis
  7. Capital Market Review

Once you have decided the type of analysis you would like to run, click on the name of that report

This will bring you into the parameter setup screen.  Here you will select your product to analyze, the parameter set (combination of an index and peer group) and the time period you want to run your analysis through.  Some reports may have additional options for entering text in regards to; who a report is Prepared For, what Company they work for and who the report was Prepared By.

Step 1 – Select products to analyze.  You can either type a products ticker or name into the search bar or select a product from the pre-populated list, if available.

Step 2 - After selecting your analysis products, you next need to select a parameter set.  Select the dropdown menu and choose an appropriate benchmark or category based on the products you have selected to run in the analysis.

Step 3 - Now that a parameter set has been chosen, you will need to select a time period to run the analysis through.  Normally you will see options here for a 1 year, 3 years, 5 years, 10 years and Custom.  Custom can be used to select a specific begin and end date to run the analysis through.  Time period options that are available may vary, based on what your compliance team has allowed.

Step 4 – For most reports, after selecting the time period the report is ready to be generated.  Although, some compliance teams may require their users to fill in additional text fields such as Prepared For, Company and Prepared By.  If these fields are available, you simply fill in the information by clicking in the text field and typing.

After all steps, have been completed, the report can now be generated.  This is done by clicking the “Preview Report” button at the bottom of the screen.

Once “Preview Report” has been clicked, a PDF of the report will load in your browser for you to view.  At this point the report is simply a PDF file.  There are options around the grey area of the screen to download and/or print the PDF, along with a few others.

On this screen, there are also options to “View Full Window” which will allow you to view the PDF in full screen rather than the half screen it comes in as by default.  One other option available on this screen is the feature to save your report by giving it a name in the “Report Name” field.  By giving a report a name and saving it, you can run the same report again with a single click and skip entering all the parameters.  A saved report is also dynamic, so as the data is updated on ZOD it will reflect in your saved report.

We hope this blog has given you a good starting point for Zephyr OnDEMAND.  If you need any assistance with anything discussed in this blog, feel free to reach out to our support team either by e-mail at solutions@informais.com or by phone at (800) 789-5323.

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