reports-dashboards

Designs enterprise dashboards specifying KPIs, data sources, access controls, and schedules.

2|1|Updated Apr 15, 2026
One-click install
npx skills add https://github.com/erphq/skills --skill reports-dashboards
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: reports-dashboards
Source: https://github.com/erphq/skills/tree/main/departments/information-technology/03-org-1k-plus/reports-dashboards
Command: npx skills add https://github.com/erphq/skills --skill reports-dashboards

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Enterprise reporting and dashboards often suffer from inconsistent metrics, fragmented data pipelines, and delayed insights. This skill provides a principled end-to-end lifecycle for KPI design, report and dashboard development, data governance, and secure distribution across the organization.

Core Features & Use Cases

  • Define KPIs and metrics for business processes and build both operational and analytical dashboards inside ERP•AI.
  • Design dashboards with drill-down paths, data security, and scheduled report distribution to stakeholders.
  • Use cases include weekly performance review, regulatory reporting, and executive dashboards with role-based access control.

Quick Start

Instruct ERP•AI to create a baseline reporting framework for the finance and operations domains and publish a dashboard template for monthly executive reviews.

Frequently Asked Questions about reports-dashboards

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

FAQPage Schema
How do I design enterprise dashboards with secure data distribution?

Design enterprise dashboards by mapping data pipelines, defining KPIs, and applying role-based access controls. This governs the reporting lifecycle and ensures secure distribution of actionable insights across business domains.

What is the best way to define KPIs for consistent operational reporting?

Define KPIs by specifying metric definitions, data sources, and scheduling requirements within a baseline reporting framework. This standardizes operational reporting and prevents inconsistent metrics across different business processes.

Can I build executive dashboards with role-based access control for monthly reviews?

Yes, you can build executive dashboards featuring drill-down paths and role-based access control. This supports monthly executive reviews and regulatory reporting while maintaining strict data governance and reliability.

How do I set up scheduled report distribution for weekly performance reviews?

Set up scheduled report distribution by specifying scheduling requirements and access controls during dashboard layout design. This automates weekly performance reviews and delivers reliable data pipelines to designated stakeholders.

Why do enterprise dashboards suffer from inconsistent metrics and fragmented data pipelines?

Enterprise dashboards suffer from inconsistent metrics and fragmented pipelines due to lacking governance and undefined KPI specifications. Applying a principled reporting lifecycle standardizes data sources and resolves delayed insights.