Implementation Roadmap

Introduction

In this phase, you will create filters and graphical reports that can help you visualize data in more detail. These reports can be sent by email to you regularly.

All Use Cases

Required Learning:

• Filters course
• Notifications course

Implementation Tasks:

• Define your Reporting Strategy so you know what filters you need on each module
• Create Custom Filters or re-use existing ones
• Set them as default on your modules, so when you load the module they will be displayed automatically
• Create report notifications to automatically email your filters

If you want to create graphical reports (charts, tables, etc) and also customize your landing dashboard.

Required Learning:

• Graphical Reports course
• Notifications course

Implementation Tasks:

• Define your Reporting Strategy
• Create Custom Reports
• Create Report Notifications
• Adjust landing Dashboard

If you feel that the reports you need are not available in eramba, then you will need to pull data from eramba using CSV exports or REST APIs and build your reporting using BI tools.