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in-report documentation
User guidance when and where it matters
Traditional BI documentation needs an upgrade!

It’s not used --> Users don’t usually read documentation stored ‘somewhere’ on a Confluence, a Sharepoint wiki or a shared file

It’s not maintained --> Documentation is almost always outdated

It’s disconnected --> Definitions and documentation are not kept in sync with your actual reports, datasets and applications

Media content
What if you could embed documentation directly into your BI reports?
BI knowledge captured & shared, inside every report that matters
Capture knowledge faster

Let experts & key users add documentation directly from each page.

✔ Add hotspots on any chart
✔️ Reuse terminology
✔️ Relationships between terms & chats are suggested automatically

Prioritize what matters

Viewers can request documentation from any page. And you get an overview of top-visited pages that currently do not have any documentation yet.

✔ Crowdsourced documentation requests
✔ Usage insights in your documentation and BI reports

In-context user onboarding

Users automatically get a walkthrough the first time they visit a documented report

✔ In-context page walkthroughs
✔ Tailored in-app notifications and alerts

Media content
and much more...

Access relevant documentation directly on any page

Add hotspots on any chart

Never start documentation from scratch again

Show walkthroughs when users visit key reports for the first time

Avoid information overload: share updates and alerts in-context

Prioritize what matters: crowdsource documentation requests