reporting-and-analytics

Transform ERP data into interactive dashboards with scheduled PDF, Excel, and CSV exports.

Updated May 15, 2026
One-click install
npx skills add https://github.com/pphatdev/erp-prompt --skill reporting-and-analytics
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: reporting-and-analytics
Source: https://github.com/pphatdev/erp-prompt/tree/main/skills/reporting
Command: npx skills add https://github.com/pphatdev/erp-prompt --skill reporting-and-analytics

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Transform ERP data into clear, actionable dashboards and reports, reducing manual data wrangling and reporting delays.

Core Features & Use Cases

  • Dashboard configuration: Assemble modular widgets to create real-time visualizations for stakeholders.
  • Custom report generation: Apply dynamic filters and dimensions to produce ad-hoc business insights.
  • Data export: Schedule and deliver reports in PDF, Excel, or CSV formats to named recipients.

Quick Start

Configure a new dashboard by selecting widgets and applying a date range to visualize revenue trends.

Frequently Asked Questions about reporting-and-analytics

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I turn ERP data into interactive dashboards and reports?▼

Transform ERP data into interactive dashboards by assembling modular widgets and applying date ranges to visualize business metrics. This reduces manual data wrangling and provides real-time visualizations for stakeholders.

Can I generate custom ad-hoc reports with dynamic filters from ERP data?▼

Generate custom reports by applying dynamic filters and dimensions to your ERP data. This enables ad-hoc analytics, delivering specific business insights without relying on pre-built static reports.

How do I schedule and export reports in PDF, Excel, or CSV formats?▼

Schedule and export reports by configuring automated deliveries in PDF, Excel, or CSV formats. The system sends these data exports directly to named recipients on a defined schedule.

Does this reporting and analytics approach support multi-tenant environments?▼

This analytics approach fully supports multi-tenant environments by enforcing strict tenant isolation. It ensures data visualization and reporting remain secure and segregated across different tenants.

What is the best way to visualize real-time revenue trends from ERP data?▼

The best way to visualize real-time revenue trends is by configuring a dashboard with modular widgets and applying a date range filter. This surfaces actionable metrics directly from your ERP data.