HomeKPI tracking and reporting distributionData & Analytics AutomationKPI tracking and reporting distribution

KPI tracking and reporting distribution

Purpose

 1.1. Automate the collection, aggregation, visualization, and distribution of KPI dashboards and reports for all departments.
 1.2. Ensure real-time dissemination of actionable aerospace operational metrics to decision-makers, reducing manual effort and bottlenecks.
 1.3. Maintain accuracy and data governance standards across engineering, supply chain, production, and compliance functions.
 1.4. Support regulatory, financial, and quality-driven reporting with scheduled and on-demand updates organization-wide.

Trigger Conditions

 2.1. Scheduled report timing (e.g., daily, weekly, monthly closes).
 2.2. KPI threshold breach (e.g., cost overrun, production delay, safety incident).
 2.3. New data availability in ERP, MES, or analytics warehouses.
 2.4. Manual trigger by authorized personnel.
 2.5. Completion of third-party system sync or batch job.

Platform Variants

 3.1. Microsoft Power BI
  • Feature/Setting: Power BI REST API – Trigger dataset refresh and distribute reports via email.
  • Sample: Configure HTTP POST call to `https://api.powerbi.com/v1.0/myorg/reports/{reportId}/Export`.
 3.2. Tableau
  • Feature/Setting: Tableau Server REST API – Automate exporting of dashboards as PDF and sending via email connector.
  • Sample: Use `/api/3.10/sites/{siteId}/views/{viewId}/pdf` for export triggers.
 3.3. Google Data Studio
  • Feature/Setting: Scheduled Email Delivery – Configure via Google Apps Script to send Data Studio report PDFs.
  • Sample: Script triggers export and uses `MailApp.sendEmail()` with report attachment.
 3.4. SAP Analytics Cloud
  • Feature/Setting: Export Reports API – Automate sending of scheduled analytics snapshots via SMTP integration.
  • Sample: Use `schedule-publication` endpoint for recurring exports.
 3.5. Salesforce Analytics Cloud
  • Feature/Setting: Analytics REST API – Extract KPI data and use platform events for notification triggers.
  • Sample: Listen for analytic snapshot events and POST to distribution API.
 3.6. AWS QuickSight
  • Feature/Setting: `GenerateEmbedUrlForAnonymousUser` – Extract and distribute dashboards to stakeholders.
  • Sample: Invoke Lambda on schedule to access and email dashboard links.
 3.7. IBM Cognos Analytics
  • Feature/Setting: Job Scheduling – Configure automated report generation and email delivery in Cognos.
  • Sample: Define job in Cognos UI and use embedded SMTP settings.
 3.8. Oracle Analytics Cloud
  • Feature/Setting: REST Export API – Schedule batch jobs to export and email reports.
  • Sample: Define BI Publisher schedule and email destinations.
 3.9. Qlik Sense
  • Feature/Setting: Qlik NPrinting – Automate report distribution as Excel/PDF to email lists.
  • Sample: Use scheduled tasks for report jobs.
 3.10. Sisense
  • Feature/Setting: Report Scheduling – REST API triggers for dashboard export to SFTP or email.
  • Sample: Call `/dashboards/{id}/export/pdf` endpoint and attach to formatted email.
 3.11. Looker
  • Feature/Setting: Scheduled Report Delivery – Webhooks/integrations for sending Looks to Slack, Google Drive, or email.
  • Sample: Use schedule interface to push reports.
 3.12. Snowflake
  • Feature/Setting: Task Scheduling – Use Streams & Tasks to prepare data, external function for report generation trigger.
  • Sample: External function POST requests to reporting pipeline.
 3.13. Databricks
  • Feature/Setting: Job Workflows – Schedule notebook-based KPI aggregation, output push via REST API.
  • Sample: Use `databricks jobs run-now` command.
 3.14. SAP BusinessObjects
  • Feature/Setting: Publication & Broadcasting – Use CMC to publish and auto-email reports.
  • Sample: Configure destination in Publications dialog, set SMTP details.
 3.15. Jira Service Management
  • Feature/Setting: Automation Rules – Scheduled trigger to post KPI digests to project channels.
  • Sample: Configure rule to call REST API and update Slack or Teams.
 3.16. Trello
  • Feature/Setting: Butler Automation – Scheduled card creation for KPI alerts and distribution via connected email.
  • Sample: Butler rules with HTTP request action to reporting service.
 3.17. Slack
  • Feature/Setting: Incoming Webhooks – Distribute KPI snapshots via webhook when triggered.
  • Sample: Push JSON payload with key metrics to channel webhook.
 3.18. Microsoft Teams
  • Feature/Setting: Connector APIs – Send KPI report embeds and alerts on trigger.
  • Sample: Use Teams webhook URL with structured message card.
 3.19. Google Sheets
  • Feature/Setting: Apps Script – Scheduled script to send KPI summary and charts as email or to Drive.
  • Sample: Script scheduled with `Triggers > Time-driven` and `MailApp`.
 3.20. Dropbox
  • Feature/Setting: API File Upload – Place generated reports in department-specific folders and notify via email.
  • Sample: Use `/files/upload` and `/sharing/create_shared_link` endpoints.
 3.21. Zendesk
  • Feature/Setting: Scheduled Macros – Trigger report ticket creation and notify via email/SMS.
  • Sample: Macro creates ticket with attached KPI export on interval.
 3.22. SharePoint
  • Feature/Setting: Power Automate Integration – Upload report and send sharing invitations programmatically.
  • Sample: Create automated workflow to upload and email link.

Benefits

 4.1. Reduces manual intervention and reporting delays.
 4.2. Ensures timely delivery of accurate KPI insights for operational effectiveness.
 4.3. Centralizes analytics, improving compliance, traceability, and governance.
 4.4. Allows executives and teams to make data-driven decisions with real-time visibility.
 4.5. Scales to support multi-site, multi-department aerospace enterprise requirements.

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