Generating monthly or quarterly program impact reports

Purpose

1. Automate the collection, aggregation, and formatting of program data into monthly or quarterly impact reports for arts organizations to streamline impact evaluation, funder reporting, and stakeholder communication.

2. Automates manual collation of participant statistics, event outcomes, grant metrics, and community engagement figures.

3. Establishes audit trails and standardized templates for transparent program assessment, compliance, and grant renewal readiness.

Trigger Conditions

1. End-of-month or end-of-quarter calendar date reached.

2. Submission of completed program activity logs or forms.

3. Data source updates (e.g., CRM entries, ticketing system records, survey completions).

Platform Variants

1. Google Sheets

• Feature: Apps Script Triggers – Automate pulling new data, pivoting, and formatting for download or sharing.
  

2. Microsoft Power Automate

• Feature: Scheduled Flows – Automates extraction from SharePoint/Excel, compiles PDFs, distributes reports to stakeholders.
  

3. Salesforce

• Feature: Scheduled Reports/API – Automator extracts monthly program KPIs and sends automated email digests.
  

4. Airtable

• Feature: Automations – Triggers upon record update, aggregates impact metrics, sends auto-generated summaries.
  

5. Tableau

• Feature: REST API – Automate dashboard snapshot exports for reports with fresh data on schedule.
  

6. Power BI

• Feature: Dataflows & Export Automation – Automated refresh and export of impact visuals in PowerPoint or PDF formats.
  

7. Monday.com

• Feature: Automations + Dashboards – Auto-extracts project metrics and uploads customizable impact summaries.
  

8. Asana

• Feature: Universal Reporting – Automates regular status export and summary creation from project milestones.
  

9. Slack

• Feature: Workflow Builder – Sends automated impact report notifications or data file drops to a specified channel.
  

10. Trello

• Feature: Butler Automation – Schedules board activity summary exports for reporting periods.
  

11. Mailchimp

• Feature: API Scheduled Campaigns – Automates distribution of summary emails with attached reports to funders/boards.
  

12. HubSpot

• Feature: Workflow Automation – Pulls custom CRM fields, creates periodic impact reports, sends to lists.
  

13. Jotform

• Feature: Scheduled Report Builder – Generates PDF reports from new form submissions automatedly.
  

14. Zapier

• Feature: Multi-step Zaps – Automates cross-app data collection, transformation, and report deliveries.
  

15. Notion

• Feature: API with Scheduled Scripts – Automates compilation of activity logs into structured report databases.
  

16. Dropbox

• Feature: API Upload – Automates saving/exporting new report outputs to shared folders for stakeholder access.
  

17. Google Data Studio

• Feature: Scheduled Report Delivery – Automates sending of updated dashboards as PDF to mailing lists.
  

18. SurveyMonkey

• Feature: Scheduled Exports – Automates export and synthesis of new feedback for impact analytics.
  

19. Smartsheet

• Feature: Data Shuttle/Workflows – Automates merging of arts program updates and output of summary sheets.
  

20. QuickBooks

• Feature: Scheduled Reports – Automates extraction of financial impact data for integration in broader impact reports.
  

Benefits

1. Automates multi-source data gathering, reducing manual input and errors.

2. Ensures consistent, timely, and auditable reporting for grantors and boards.

3. Automating impact tracking improves organizational transparency and strategic planning.

4. Automated workflows free staff for mission-centric activities rather than manual report creation.

5. Automation scalable across numerous reporting periods, programs, and platforms.