Resources
Platform tour.
A guided walkthrough of a full reporting cycle in Datox. The tour follows one period from raw source data through to an approved, delivered output with its supporting evidence.
The tour
What the walkthrough covers
Connecting the sources for the period
Extracting structured data from files and documents
Mapping into the reporting model
Running calculations and validations
Reviewing and resolving exceptions
Approving and delivering the output
Format
How to take the tour
The most useful version of this tour is run against a workflow that resembles yours, so the data, rules and outputs are recognisable rather than generic.
What to bring
- The reporting process you would automate first.
- A description of the sources it draws on.
- The output format and deadline it has to meet.
- Any control or review requirements it must satisfy.