Automated daily, weekly, and monthly performance reports

Purpose

1.1. Automate generation and delivery of daily, weekly, and monthly performance reports for air duct cleaning businesses to track job completion, technician productivity, sales, customer satisfaction, and revenue trends.
1.2. Ensure timely visibility into KPIs including job volumes, conversion rates, retention, complaints, upsell opportunities, and regional performance without manual compilation.
1.3. Facilitate data-driven decision-making for management, field managers, and sales leads by supplying actionable analytics directly to inboxes or dashboards.

Trigger Conditions

2.1. Time-based: Scheduled triggers at day-end, week-end (e.g., Sunday midnight), and month-end (e.g., last calendar date).
2.2. Event-based: On completion of predefined volume of jobs, or end of shift.
2.3. Manual override: On-demand via dashboard button or secure API call.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Scheduled export of Sheet data via Google Apps Script, trigger time-based reports generation, sample: Script editor > Triggers > Add Trigger (Select function & frequency).
3.2. Microsoft Power Automate
• Feature/Setting: Scheduled Flows configured with Excel/SharePoint data source, sample: Recurrence > Get Rows > Create file > Send email.
3.3. Zoho Analytics
• Feature/Setting: Automated Reports via Data Pipelines, scheduled export via Zoho Analytics API 'exportReport', sample: Configure recurring export on 'Report Scheduler'.
3.4. Salesforce
• Feature/Setting: Scheduled Reports via 'Report Builder' and 'Email Report', sample: Setup > Reports > New Report > Schedule Future Runs.
3.5. Zapier
• Feature/Setting: Scheduled workflows using 'Schedule' App + Google Sheets or SQL; sample: Every Monday at 6 AM > Output to PDF > Gmail Send.
3.6. Tableau
• Feature/Setting: Tableau Server 'Subscriptions', scheduled delivery of dashboard snapshots, sample: Select 'Subscribe' > Choose recipients & frequency.
3.7. HubSpot
• Feature/Setting: Workflow Automation for Reports, use 'Reports API' with recurring workflow; sample: Marketing > Reports > Export > Scheduled Email.
3.8. QuickBooks Online
• Feature/Setting: 'Reports' module > Schedule Email Reports, select frequency and recipients via 'Manage scheduled reports'.
3.9. Power BI
• Feature/Setting: 'Subscribe to Report' option; reports emailed on schedule, sample: Go to Report > Subscribe > Choose frequency.
3.10. Monday.com
• Feature/Setting: Automation recipes like 'Every week, create report from board and email', sample: Automations > Custom automation > Schedule > Email.
3.11. Airtable
• Feature/Setting: Scheduled automations with 'Airtable Automations' + 'Send email', configure trigger > Find records > Send report.
3.12. Notion
• Feature/Setting: Third-party integrations (e.g., Zapier), scheduled extraction of table data, sample: Cron trigger > Notion database > Email report.
3.13. Smartsheet
• Feature/Setting: 'Send Row Report' on schedule, configure Automated Workflows to send filtered reports.
3.14. ServiceTitan
• Feature/Setting: 'Scheduled Reports' in Analytics, configure jobs data and emails to managers.
3.15. Klipfolio
• Feature/Setting: Scheduled snapshots of HVAC dashboards to email, configure in 'Schedules' panel.
3.16. Slack
• Feature/Setting: Scheduled Reporting via Apps like Geekbot or Automation tools, output summary to #performance channel, sample: Cron + Bot Post.
3.17. Mailjet
• Feature/Setting: API call 'Send Email' on schedule with attached report, sample: SMTP relay or REST API with PDF payload.
3.18. Trello
• Feature/Setting: Scheduled automation with Butlerbot to report card/completion stats, command: Every Monday, post summary to Board.
3.19. AWS Lambda
• Feature/Setting: CloudWatch Events for scheduled serverless report extraction & email using SES API, sample: Lambda cron > Generate PDF > SES Send.
3.20. Asana
• Feature/Setting: Scheduled summary via 'Rules + Reporting' or using CSV export automation, sample: Rule > Weekly > Export > Email to list.
3.21. Freshdesk
• Feature/Setting: 'Scheduled Reports' in Analytics > Tickets, frequency config, recipient list setting.
3.22. Pabbly
• Feature/Setting: Workflow Automation > Scheduled trigger > Fetch data > Create report > Send mail module.
3.23. ClickUp
• Feature/Setting: Automation for recurring report exports via 'Reporting' and 'Scheduled Email' options.
3.24. Sendinblue (Brevo)
• Feature/Setting: API key + SMTP relay for scheduled report emails with customized templates.

Benefits

4.1. Eliminates manual report compilation, saving hours every week for operations and admin staff.
4.2. Ensures real-time, consistent delivery of actionable insights for field teams and management.
4.3. Reduces human error in reporting, increasing trust in business decisions.
4.4. Supports scalability by allowing stakeholders to receive granular or summarized metrics as needed.
4.5. Fuels continuous business improvement by benchmarking historical and current performance metrics.