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.