Reporting & AnalyticsPurpose
1.2. Aggregate financials, client acquisition, campaign analytics, project delivery metrics, and marketing ROI from distributed sources.
1.3. Enable data-driven decision making, forecasting, and client communications.
1.4. Reduce manual report effort, ensure timely client/internal analytics, and standardize report structure across teams.
1.5. Automatically distribute branded PDF/interactive dashboards to stakeholders, including summaries, charts, and compliance data.
Trigger Conditions
2.2. Closure of monthly financial period flagged in accounting systems.
2.3. Completion of campaign/project workflow in project management tools.
2.4. Upload of new data batch to cloud storage/API endpoint.
Platform Variants
• Function/Setting: Dataset Refresh API to trigger report data aggregation (Sample: PATCH to /refreshes endpoint with workspace/report ID.)
3.2. Google Data Studio
• Feature: Data Source Scheduled Refresh; configure triggers in connector API (Sample: Periodic refresh with BigQuery/Sheets connector.)
3.3. Tableau Online
• API Endpoint: POST /api/
3.4. QuickBooks Online
• API: GET /reports/ProfitAndLoss; fetch monthly financials with filters for period=lastMonth.
3.5. Xero Accounting
• API: GET /reports/ProfitAndLoss; configure with parameter 'date' for end of last month.
3.6. Salesforce
• Feature: Einstein Analytics Dataset Builder; scheduled export via Analytics REST API.
3.7. Monday.com
• API: Query boards for closed projects, export as JSON via GraphQL query.
3.8. HubSpot
• API: GET /deals/v1/deal/recent/created; segment by close date and pipeline for monthly stats.
3.9. Zoho CRM
• Function: Schedule custom report generation with GET /crm/v2/Reports.
3.10. Airtable
• API: List records with date filter formula, trigger automation on view update.
3.11. Dropbox
• Feature: Monitor designated folder with /files/list_folder to detect report/data uploads.
3.12. Google Drive
• API: Watch file changes using /changes/watch to trigger workflow.
3.13. AWS S3
• Event Notification: Configure bucket event for object creation (e.g., new CSV exports).
3.14. SendGrid
• API: POST /mail/send to distribute generated report PDFs to recipients.
3.15. Slack
• API: chat.postMessage to notify channels or send direct download links.
3.16. Gmail
• Feature: Send email on report creation—/send API with attachments.
3.17. Notion
• API: Create database page for each month's metrics summary.
3.18. ClickUp
• API: GET /task to extract completed commercial shoots and timelines for analytics.
3.19. Google Sheets
• API: Append new monthly rows with performance data, schedule using Apps Script trigger.
3.20. Trello
• API: Read closed cards/boards, export summary for inclusion in project completion statistics.
3.21. Mailchimp
• API: Batch campaign analytics—GET /reports; attach summary graphs to outbound reporting.
3.22. Adobe Sign
• API: Report on document signings (proofs/approvals) with GET /agreements; summarize completion metrics.
3.23. Dropbox Sign (HelloSign)
• API: Audit proof completions for inclusion in compliance section, GET /signature_request/list.
Benefits
4.2. Ensures accurate point-in-time reporting, reducing human error.
4.3. Speeds delivery—stakeholders receive standardized analytics before client calls.
4.4. Integrates and unifies disparate data sources for total business oversight.
4.5. Streamlines compliance and audit readiness by automatically archiving monthly reports.
4.6. Easily customizable to reflect branding, metric focus, and client-specific KPIs.
4.7. Frees resources for creative and operational work rather than repetitive administrative tasks.