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
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REACH US
Our contact
Adress
520 White Plains Road, STE 500
Tarrytown, NY 10591
Phone
+1 (914) 458-1825
hello@pivotis.com