Guidebook

Report Documentation Companion

Auto Create Guidebooks

Automatically curate business and technical guidebooks

Departmentalize Reports

Creating a custom list of reports specific to the function’s need

Business Instructions

Edit/compose business instructions and definitions for review of reports

Proprietary Agora Search

Locate reports and dashboards across your BI environment

Agnostic to BI Apps
Auto Manual
Proprietary Search
Easy Setup
Secured
Cadence Review

Not sure of a report’s purpose?
Can’t keep track of how often reports are examined?
Wish you didn’t have to spend so much time training new report analysts?
Wasting resources tracking down KPI definitions?

Meet Guidebook. A companion tool to your BI reports that puts a how-to guide at a user’s fingertips. Enables a customizable filing system to meet department priorities and review schedule to facilitate monitoring frequency.

Designed for Business Users & Developers in Mind. Finally a documentation manual that gets used, is simple to create, and won’t get misplaced.

Finally a documentation manual perfect that gets used, is simple to create, and won’t get misplaced.

Designed for Business Users & Developers in Mind.

Who needs this?

Organizations with:

  • Ever-changing user communities
  • Report monitoring requirements
  • Decentralized report developer groups
  • One or more BI applications

Guidebook Helps To

  • Save development hours creating documentation
  • Review reports on time
  • Shorten user learning curve
  • Increase report usage
  • Organize reports by department
  • Keep track of users who access the reports
  • Find reports with Powerful Agora Search

Noteworthy Features

AUTO CURATE GUIDEBOOKS

Automatically curate business and technical guidebooks

DEPARTMENTALIZE REPORTS

Creating a custom list of reports specific to the function’s need

REVIEW CADENCE

Customized report review scheduling at a department level

PROPRIETARY AGORA SEARCH

Locate reports and dashboards across your BI environment

BUSINESS KPI DEFINITIONS

Dictionary of business definitions of KPIs and business abbreviations

BUSINESS INSTRUCTIONS

Edit/compose business instructions and definitions for review of reports

SAFE AND SECURE

Secured access based on user entitlement and SSO (single Sign on) compliant

POWERFUL ADMIN PANEL

An extensive control panel for user interface and content customization

SAY HELLO

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Tarrytown, NY 10591

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hello@pivotis.com
520 White Plains Road, STE 500
Tarrytown, NY 10591

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