Clearglass Insights

What do I require for this reporting system?

For us to create a report and host it in your environment you will need the standard (or Premium) Microsoft 365 business license, this is now standard in most workplaces across the UK but please check before purchasing via either your IT department or by visiting office.com.  You can view the report in your own workspace and export the data to share with others all at no extra cost.  

Should you wish to grant access to the report to other users you will need additional Power BI licensing, either a Power BI Pro license for each user or the Power BI Premium Per User license, more info can be found here: Power BI: Pricing Plan | Microsoft Power Platform.

What is the Schedule Guarantee?

We guarantee to deliver the first draft of your report to you within a specified timeframe which is defined on each package in our 'Packages' & 'Bolt-On' pages.  This timeframe is dynamic and may be subject change depending on availability but once the product has been purchased the schedule guarantee remains unchanged for the duration of the contract. For full information please visit our 'Schedule Guarantee' page.

What data do I have to give Clearglass?

We require certain data depending on your visual requirement selection.  

For example;

• If you select a visual detailing your total sales figures to date then we need your sales figures for this year and going forward.  
• If you want to see a comparison of that data to the past 3 years, we will need all four years of your total sales figures.
• If you want to see those 3 years comparisons broken down by week or month then we need that data in the same granularity.

Based on your requirement selection at point of purchase Clearglass can provide blank data templates for those unsure how to provide us with their data which can be filled with data before submission to Clearglass.  

You can also grant your Clearglass consultant access to existing files containing the data on your own network, if your Data Protection Policy allows.
 

Is my data safe, and what happens to the data I give to Clearglass?

Any data provided to Clearglass is treated in the strictest of confidence regardless of the contents.  It is stored on Microsoft SharePoint sites and is only accessible to the consultant(s) identified to build your reporting solution.  It is stored securely and treated in accordance with our obligations under the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 ' and our own 'Data Protection Policy'.

I don't want to give Clearglass any data, is there a way around it?

Absolutely, so long as the file format we are given is the same as the one containing live data, we can use files with anonymised data in for the build and remap to the live data during migration.

I already have a Power BI report, can I add Clearglass Bolt-Ons to it?

Clearglass Bolt-Ons have been specifically designed to interact with our 'High Level Overview' or 'Deep Dive' packages and therefore can not be bolted on to a report not created by Clearglass Insights.  Our consultants will be able to offer you their services on a daily rate to build a custom-design bolt-on to your existing report.  Remaining true to our transparent pricing promise, the cost of which can be found on our 'Services' page.