Automated monthly, quarterly, and annual analytics report generation

Purpose

1. Automate multi-period (monthly, quarterly, annual) analytics report generation for aerospace corporate entities, aggregating cross-departmental data (production, supply chain, quality, finance) into unified, actionable dashboards sent to designated executives.

2. Ensure real-time data pull from core systems (ERP, MES, CRM, PLM), perform advanced analytics (KPIs, trend forecasts, compliance metrics), and distribute tailored reports via preferred channels in required formats (PDF, XLSX, interactive dashboard links).

3. Enable compliance with aerospace reporting standards, historical comparisons, anomaly detection, and automated escalations for data outliers or regulatory flags.

Trigger Conditions

1. Date-based schedule: Initiate flows at specific calendar intervals (end of month, fiscal quarter, year).

2. Completion of data consolidation: Trigger when all source data sources sync and ingestion are confirmed.

3. Ad hoc executive request: On-demand trigger via authenticated email, Slack command, or dashboard button.

4. System API webhook: Trigger from internal event (ERP job close, ledger lock, QC approval).

Platform Variants

1. Microsoft Power BI

• Feature/Setting: REST API – Trigger report export using "Export To File" API with schedule.
  
• Sample: Configure endpoint with workspaceId, reportId, accessToken.
  

2. Tableau

• Feature/Setting: Tableau REST API – schedule extract refresh and PDF export.
  
• Sample: Use "CreateExtractRefreshTask" and "Query View Image/PDF" endpoints.
  

3. Google Data Studio (Looker Studio)

• Feature/Setting: Data Studio API – automate data refresh and email deliverables.
  
• Sample: Setup "Reports.batchGet" and trigger via Apps Script.
  

4. SAP BusinessObjects

• Feature/Setting: Scheduling & Publications – CMC API to automate report generation.
  
• Sample: Define recurrent job and delivery via SMTP/FTP.
  

5. Oracle Analytics Cloud

• Feature/Setting: BI Publisher Web Service – schedule/report delivery automation.
  
• Sample: Use "scheduleReport" SOAP request.
  

6. Qlik Sense

• Feature/Setting: QRS API – automated reload and report distribution.
  
• Sample: Configure "POST /qrs/task/start" for report tasks.
  

7. IBM Cognos Analytics

• Feature/Setting: REST API Scheduler – configure report runs and output settings.
  
• Sample: "POST /bi/v1/schedules" specifying report path, recipient.
  

8. Domo

• Feature/Setting: Domo API – dataset refresh, scheduled reports.
  
• Sample: Use "Create Scheduled Report" endpoint.
  

9. Sisense

• Feature/Setting: Sisense REST API – widget export + report scheduling.
  
• Sample: "POST /api/v1/tasks" with widget IDs.
  

10. Salesforce Analytics (Tableau CRM/Einstien Analytics)

• Feature/Setting: REST API – schedule export/export report jobs via "WaveResults" endpoint.
  
• Sample: Configure "POST /services/data/vXX.X/wave/reports".
  

11. NetSuite Analytics

• Feature/Setting: SuiteAnalytics Workbook API – scheduled workbook exports.
  
• Sample: Setup "workbook.run" on schedule.
  

12. Snowflake

• Feature/Setting: Tasks & Streams – automate SQL report jobs + export scripts via SnowSQL CLI.
  
• Sample: Configure "CREATE TASK" and "COPY" to storage.
  

13. Amazon QuickSight

• Feature/Setting: AWS SDK – "CreateReport" and "ScheduleReport" using boto3.
  
• Sample: Code sample with scheduled Lambda trigger.
  

14. Google BigQuery

• Feature/Setting: Scheduled Queries – automated analytics extraction + email via SendGrid API.
  
• Sample: "bq query" with "schedules" and export to Cloud Storage.
  

15. ServiceNow Performance Analytics

• Feature/Setting: REST API – schedule report snapshots for delivery.
  
• Sample: "POST /api/now/table/scheduled_report".
  

16. Jira (Atlassian)

• Feature/Setting: JQL API + Automation – generate periodic export via webhooks.
  
• Sample: "GET /rest/api/3/search" with CRON trigger.
  

17. Smartsheet

• Feature/Setting: Report Scheduling – Smartsheet API with email/export settings.
  
• Sample: "POST /reports/{reportId}/send" for periodic sends.
  

18. Airtable

• Feature/Setting: Scripts/API – trigger scheduled exports to Excel/PDF.
  
• Sample: "airtable base.export()" via timer.
  

19. Zoho Analytics

• Feature/Setting: Schedule Export API – recurrent report generation, multi-format.
  
• Sample: "POST /api/v2/reports/schedule".
  

20. Monday.com

• Feature/Setting: Board export API + automation – schedule report jobs.
  
• Sample: "POST /v2/boards/{id}/exports" on schedule.
  

21. Notion

• Feature/Setting: API – database query, scheduled exports as Markdown/PDF using external automation tools.
  
• Sample: Use "query database" then batch export with workflow.
  

22. Slack

• Feature/Setting: Incoming Webhook/API – distribute analytics report summary to execs.
  
• Sample: "chat.postMessage" with attached files.
  

23. SharePoint

• Feature/Setting: REST API/Power Automate – scheduled delivery to document libraries.
  
• Sample: Use Power Automate "Create file" action with scheduled trigger.
  

Benefits

1. Eliminates manual multi-source data compilation, reducing risk of human error.

2. Shortens report delivery cycles, enabling proactive executive decision-making.

3. Ensures standardized, auditable analytics output for compliance and benchmarking.

4. Frees data teams for strategic work, automating recurring report logistics.

5. Enhances agility by supporting both scheduled and on-demand analytics needs.

6. Facilitates seamless collaboration by integrating results into daily workflows (email, Slack, SharePoint, dashboards).