Yearly engagement analytics reporting

Purpose

1. Automate collection, aggregation, and reporting of yearly communication and engagement analytics for Armed Forces associations.

2. Automating data extraction from communications (email, SMS, social, calls) and engagement platforms.

3. Deliver automated analytics to leadership, providing actionable insights on outreach effectiveness and engagement trends.

4. Enable year-over-year comparisons for member engagement, event participation, campaign reach, and channel effectiveness.

5. Automate report delivery via secure digital channels.

6. Ensure compliance with regulatory and privacy requirements via audit-ready reporting automation.

Trigger Conditions

1. Automated scheduling (e.g., annually on a fixed date).

2. Manual admin trigger via dashboard automator interface.

3. Data sync completion triggers across joined platforms.

4. Automation after aggregated data validation routines.

Platform Variants

1. Microsoft Power BI

• Feature/Setting: Automated data refresh; schedule reporting; Power BI REST API (`Refresh Dataset In Group` endpoint)
  
• Configure dataset refresh trigger and automate scheduled report email.
  

2. Tableau

• Feature/Setting: Tableau Server REST API (`Run Extract Refresh`), Scheduling
  
• Automate data extracts and email subscriptions for year-end engagement dashboards.
  

3. Google Data Studio (Looker Studio)

• Feature/Setting: Automated Data Connectors, Scheduled Reports
  
• Set up automations for yearly reports sent by email.
  

4. Salesforce

• Feature/Setting: Analytics Reports API (`/services/data/vXX.X/analytics/reports/`), Scheduler
  
• Automate engagement data report generation and distribution.
  

5. HubSpot

• Feature/Setting: Engagements API, Reporting Add-On - automation routines with `GET /engagements/v1/engagements/paged`
  
• Automate yearly extraction and email PDF analytics.
  

6. Mailchimp

• Feature/Setting: Campaign Reports API (`GET /reports`), Scheduled Export
  
• Automate yearly campaign summary reports.
  

7. SendGrid

• Feature/Setting: Stats API (`GET /stats`), Automated email notifications
  
• Automate yearly delivery analytics reporting.
  

8. Twilio

• Feature/Setting: Message Insights API, Automated SMS-sent summaries
  
• Configure yearly automation execution to extract messaging analytics.
  

9. Slack

• Feature/Setting: Audit Logs API, Engagement Insights
  
• Automate channel usage data for analytics.
  

10. Monday.com

• Feature/Setting: Boards API, Automated Dashboard Snapshots
  
• Schedule yearly automation pulls of communication board stats.
  

11. Zendesk

• Feature/Setting: Tickets API, Reporting Automation
  
• Automate ticket and communication analytics yearly.
  

12. Google Sheets

• Feature/Setting: Apps Script Triggers, Automated Data Aggregation
  
• Automate yearly data consolidation and mail automation with Apps Script.
  

13. Excel Online

• Feature/Setting: Office Scripts, Power Automate Triggers
  
• Schedule automation for yearly refresh and analytics export.
  

14. Zoom

• Feature/Setting: Dashboard API (`/metrics/meetings`), Scheduled Data Dump
  
• Automate aggregation of yearly meeting engagement data.
  

15. SurveyMonkey

• Feature/Setting: Survey Results API (`GET /v3/surveys/{id}/responses`), Scheduled Automation
  
• Automate yearly member feedback summary reports.
  

16. Eventbrite

• Feature/Setting: Reports API, Scheduled Automation
  
• Automate yearly event attendance and engagement analytics.
  

17. Trello

• Feature/Setting: Boards API, Power-Up Automation
  
• Automate yearly activity report generation.
  

18. Dropbox

• Feature/Setting: Content API, Automated Report Delivery
  
• Automate delivery of analytics PDFs to shared folders yearly.
  

19. Asana

• Feature/Setting: Reporting API, Automated Dashboard Export
  
• Automate yearly engagement task analytics data pulls.
  

20. Google Calendar

• Feature/Setting: Calendar API, Yearly Event Reporting Automation
  
• Schedule and automate collection of event engagement metrics.
  

21. Facebook

• Feature/Setting: Insights API, Page Engagement Reporting
  
• Automate yearly communication and campaign analytics.
  

22. LinkedIn

• Feature/Setting: Analytics API, Campaign Performance Automation
  
• Automate yearly corporate engagement data extraction.
  

Benefits

1. Reduces manual data entry and analytics effort via automation.

2. Ensures timely, error-free reporting by automating repeatable processes.

3. Facilitates compliance with reporting requirements through automated logs.

4. Provides leadership with automatedly generated actionable insights for strategic planning.

5. Unifies multi-channel data with automatable aggregations and analytics.

6. Frees staff for higher-value engagement activities instead of report compilation.

7. Improves accuracy with automated data validation steps.