Reports & Dashboards

Size-Tier Scope

This variant scales the operating pattern for organizations under 100 people. Keep the controls lightweight, favor owner-led approvals, and introduce automation only where it removes recurring manual work without adding governance overhead.

Purpose

Enterprise applications are only as valuable as the decisions they enable. Reports and dashboards translate raw transactional data into actionable insight. This skill covers the full lifecycle: identifying the right metrics, choosing report types, designing dashboard layouts, managing data pipelines for reporting, securing data visibility by role, and distributing outputs on schedule.

Use this skill when a builder needs to:

• Define KPIs and metrics for a business process
• Build operational or analytical reports inside ERP•AI
• Design interactive dashboards with drill-down capabilities
• Configure scheduled report distribution
• Implement role-based data filtering on report outputs
• Decide between live queries, materialized views, or data warehouse feeds

Key Concepts