How it works
Clearglass have created a simple, and fully supported, step-by-step process to take you from selecting your reporting system elements, through the build phase and on to daily consumption of your report.
Step One
The Decision
Clearglass offers cost-effective reporting packages for easy purchase via our website. PO procurement is also available.
Departmental and visual selection lists are provided upon purchase making The Decision as to what to include in your report quick and easy.
Furthermore, if you require something that isn't on our lists, just ask.
Step Two
The Data
Clearglass provides data templates specific to your reporting requirements which can be populated with live or anonymised data for build purposes or we can connect to your existing data sources.
Either way, once you provide us with your data in your preferred format, the Clearglass Schedule Guarantee activates.
Please see our Data Protection Policy for reassurance surrounding the security of your data.
Step Three
The Build
The Schedule Guarantee means Clearglass Microsoft Certified Power BI Data Analyst Associates will commence development of your report as previously identified in The Decision, within a guaranteed window, Click here to view our Schedule Guarantee in full.
Towards the end of that schedule window you will receive an invitation to The Demo where you will review your new reporting system with your consultant, discuss the interactivity of the report and select your chosen brand theme from a choice of two!
Following The Demo your developer will prepare the final draft of your report ready for migration.
Step Four
The Mirgation
Clearglass will arrange the migration of your report into a Power BI Workspace within your own environment.
The process is fully supported by a developer to ensure a seamless handover.
Additional materials are provided by Clearglass to:
- manage access,
- schedule refreshes,
- troubleshoot common problems.
Furthermore, Clearglass can offer Power BI training sessions both for consuming and building reports.
NB: A Microsoft 365 license is required for migration of the asset and an additional Power BI license may be required for sharing permissions.
Click here for more details.
Please see our FAQ's for more information
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