Documents and Automated Insight
Learn how to access auto-generated reports, downloadable summaries and other documentation.
The Documents and Automated Insights section acts as a centralized library within the OWL Analytics Platform, providing users with direct access to valuable resources such as reports, training materials, presentation decks, and templates.
Designed with a clean, user-friendly interface, this section ensures that users can quickly locate, view, and download the information they need — supporting informed decision-making, collaboration, and operational excellence across teams.
🔍 Exploring the Documents Section
The section is organized into several key areas, each designed to meet specific business needs and enhance the user experience.
1. Reports
This area provides personalized and automated reports tailored to your organization’s needs. Reports can be scheduled and delivered daily, weekly, or monthly — ensuring stakeholders always have access to the latest insights.
Key features include:
- Customizable Formats: Select the layout, indicators, and data points most relevant to your business.
- Automated Delivery: Reports are automatically generated and distributed to designated users via email, ensuring timely updates.
- Actionable Insights: Each report is designed to help teams make data-driven decisions and stay aligned on business objectives.
2. Training Sessions
The Training Sessions section contains a collection of recorded training videos that help users explore the platform’s capabilities and dashboards in depth.
These sessions are ideal for:
- Platform Onboarding: Helping new users quickly understand and navigate the platform.
- Advanced Learning: Allowing experienced users to explore complex tools and functionalities.
- Self-Paced Learning: Users can access content anytime, making training flexible and efficient.
3. S&OP Decks
The S&OP Decks section provides access to key presentation materials that support Sales and Operations Planning discussions.
These decks are typically used in strategic meetings to align teams around common objectives, forecasts, and plans.
They help with:
- Internal Alignment: Ensuring all stakeholders share a consistent view of business priorities and plans.
- Strategic Decision-Making: Providing a concise overview of demand, supply, and performance indicators.
- Customization: Decks can be tailored to focus on specific markets, products, or time periods.
4. Templates
This section includes ready-to-use templates that simplify day-to-day activities like reporting, forecasting, and planning.
These resources are designed to save time, improve consistency, and enhance collaboration.
Benefits include:
- Efficiency: Pre-built templates reduce time spent on setup, allowing teams to focus on insights and action.
- Customization: Each template can be easily adapted to your organization’s needs.
- Standardization: Promotes consistency across teams, ensuring unified reporting and planning formats.
5. Search Reports
To help you quickly find what you need, the Search Report feature allows you to locate any file by name.
This is particularly helpful when working with a large collection of reports or templates.
💾 Viewing and Downloading Files
Accessing documents is simple and intuitive:
- To View a PDF: Click on the file name to open it in a pop-up window directly within the platform.
- To Download a File: Click the download (⬇️) icon next to the document.
Alternatively, you can also use the three-dot menu (⋯) on the right-hand side of the file entry, which provides options to either view or download the document.
🚀 Why It Matters
The Documents & Automated Insights section serves as your knowledge and resource hub — bringing together all essential files, guides, and insights in one easily accessible space.
It enables users to:
- Access customized business reports and metrics.
- Leverage training materials to strengthen platform adoption.
- Download strategic S&OP decks for alignment meetings.
- Utilize standardized templates to streamline operations.
By integrating automation, accessibility, and customization, this section ensures that every user has the right information at the right time — empowering smarter, faster business decisions.