Report Automation
Your daily reports, ready before the office opens
If someone in your team logs into several systems every morning, exports data, copies it into Excel and emails a summary, that work can run automatically. Our report automation collects the data, builds the report in your format and sends it to the right people on schedule.
The problem
- The same reports are rebuilt by hand every day, week or month
- Data comes from several systems, portals and spreadsheets
- Reports are late when the person who makes them is busy or on leave
- Copy-paste mistakes undermine trust in the numbers
The result
- Reports on time, every time
- Hours freed every week for analysis instead of copy-paste
- Consistent, repeatable calculations
- Alerts when something needs attention
Step by step
- ConnectThe bot signs in to your systems and portals, or uses their APIs, to collect the latest data.
- CombineData is cleaned, merged and calculated using the same rules your team uses today.
- BuildThe report is produced in your existing Excel template, or as a PDF or dashboard.
- DistributeReports are emailed or posted to Teams or WhatsApp groups on schedule, with alerts when figures cross thresholds you set.
Works with your existing systems, including:
Report Automation questions
Do we have to change our report format?
No. We automate your existing Excel templates and calculations, so the people who read the reports see nothing different except that they arrive on time.
What if a source system is down?
The bot retries, and if the data still isn't available, it notifies the report owner instead of sending incomplete numbers.
Could this be a dashboard instead?
Yes. If you'd prefer live dashboards, we can feed the same data into Power BI or a web dashboard.
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See how it worksReady to automate report automation?
Send us a few sample documents and tell us which systems you use. We'll show you what can be automated and what it would take. The first assessment is free.