To setup your account you have follow these steps:
Setup your data connections
With flex.bi you can connect to Hansaworld as well as import data from other systems that have open REST API connection or SQL database. JIRA application will allow you to analyze your issues and tasks. You can also upload XLS, CSV files with values that are outside of any system. flex.bi allows you to build your own data cubes from any of those sources as well. We suggest you to read about Basic concepts of flex.bi before you start.
Build your first report and Dashboard
When you have your data imported and application set up, you can start working with reports. You can Create your own reports or use our Templates Library and import ready to use report definitions.
Publish reports, Dashboards and Wallboards to your team
For each type of data you have to decide what will be the best way to communicate it to your decision makers in all company levels. For those who who will work with reports on daily basis Dashboards will be the best way - as they can use Drill into & Drill Across functionality to see related data. For occasional users you can setup Scheduled periodic Emails - to receive collection of reports with actual results as PDF. Different user rights can be specified per each person (email). Using Wallboards and ''embed reports" functionality you can communicate results to team members who are not working with systems, but who need to know about company progress.
If you have any questions please write to us support@flex.bi and we will suggest you the best way for each occasion.
