Business Intelligence and Reporting AutomationPurpose
1.2. Aggregate sales, cost, and margin data for ammunition SKUs or customer accounts.
1.3. Provide scheduled or ad hoc reporting for operational management, auditing, and sales team support.
1.4. Ensure compliance by tracking report access and changes for defense industry regulations.
1.5. Support strategic decision-making and resource allocation through detailed automated analytics.
Trigger Conditions
2.2. Event-driven: On completion of sales batch, inventory update, or data import.
2.3. Manual: User-initiated via dashboard button or custom endpoint.
2.4. Thresholds: Trigger when KPIs (profitability margin, stock velocity) cross set values.
Platform Variants
• API: ExportToFile API for report output; Dataset refresh service
• Sample: POST to `https://api.powerbi.com/v1.0/myorg/reports/{reportId}/ExportTo`
3.2. Salesforce
• Function: Reports and Dashboards REST API
• Sample: GET `/services/data/v57.0/analytics/reports/{reportId}`
3.3. Google Data Studio
• Feature: Data connector refresh; Scheduled report delivery
• Sample: Use Community Connector trigger with Apps Script
3.4. Tableau
• API: REST API extract refresh and report download
• Sample: POST `/api/3.10/sites/{site-id}/workbooks/{workbook-id}/download`
3.5. SAP BusinessObjects
• Function: Scheduled Publication Services
• Sample: Configure ‘Schedule’ in Central Management Console
3.6. Zoho Analytics
• API: Export API; Data sync scheduling
• Sample: POST `/api/{dbName}/export`
3.7. QuickSight (AWS)
• Feature: Scheduled dashboard and report email
• Sample: Configure via “Scheduled Reports” in QuickSight Management
3.8. Looker
• API: Schedule Plans endpoint; GET report result
• Sample: POST `/api/4.0/scheduled_plans/run_once`
3.9. Qlik Sense
• Feature: Task scheduler for report export
• Sample: Use Qlik RESTful API `/qrs/app/full`
3.10. Oracle Analytics Cloud
• API: BI Publisher scheduled jobs
• Sample: Set schedule on ‘BI Publisher Job Manager’
3.11. IBM Cognos
• Feature: Report scheduling and REST reporting API
• Sample: POST `/v1/reports/{reportId}/run`
3.12. Domo
• Domo Workbench/Connector Scheduler
• Sample: “Scheduled Report” via Workbench Automation
3.13. Sisense
• REST API: /reports/schedule
• Sample: POST `/api/v1/reports/schedule`
3.14. Freshsales
• Analytics API: Fetch deal-level profitability, custom recurring email
• Sample: GET `/api/reports/deal_profitability`
3.15. Smartsheet
• API: Report publishing and scheduled delivery
• Sample: POST `/reports/{reportId}/publish`
3.16. Monday.com
• API: Create custom reports via board data, schedule integrations
• Sample: POST `/v2` with GraphQL for board/report fields
3.17. HubSpot
• Analytics API: Dashboards and custom reporting endpoints
• Sample: GET `/reports/v2/reports`
3.18. NetSuite
• SuiteAnalytics Workbook API: Schedule or fetch SKUs reports
• Sample: POST `/suiteql` for analytics queries
3.19. Google Sheets
• Feature: Apps Script triggers for scheduled profitability reports
• Sample: setTrigger(‘reportProfitability’, ‘daily’) in Apps Script
3.20. Odoo
• Feature: Scheduled Actions with Reporting module
• Sample: Configure ‘Scheduled Action’ for custom report script
3.21. FreshBooks
• API: Profitability by customer report endpoint
• Sample: GET `/reports/profitability`
3.22. Slack (As Delivery Channel)
• Feature: Webhook/API message for report delivery
• Sample: POST to incoming webhook with PDF attachment
Benefits
4.2. Enables timely, data-driven decisions on SKU/customer profitability.
4.3. Delivers consistent insights to sales, management, and compliance teams.
4.4. Scalable to multi-branch and multi-customer/contractor environments.
4.5. Audit trail and compliance support via automatic logging and restricted report access.
4.6. Enhances competitive advantage by surfacing actionable intelligence in real-time.