Automated export of reports for admin

Purpose

1.1. Automate recurring extraction and delivery of analytical and compliance reports to administrators in ABA therapy organizations.
1.2. Ensure timely access to caseload summaries, outcome metrics, billing audits, and staff productivity analytics.
1.3. Reduce manual data compilation, improve reporting accuracy, and support audit readiness and executive oversight.

Trigger Conditions

2.1. Scheduled time-based triggers (e.g., daily, weekly, monthly).
2.2. Completion of therapy session logging.
2.3. Receipt of supervisor approvals.
2.4. Modification or publication of newly updated data sets.
2.5. User-initiated requests through internal dashboards.

Platform variants

3.1. Google Sheets
• Feature/Setting: Use Sheets API “spreadsheets.values.get” to retrieve rows and “spreadsheets.get” to download as PDF/CSV.
3.2. Microsoft Excel Online (Office 365)
• Feature/Setting: Graph API “workbook/worksheets/{id}/range” for export and “driveItem/content” for file retrieval.
3.3. Salesforce
• Feature/Setting: Analytics API “GET /services/data/vXX.X/analytics/reports/{reportId}” for report extraction.
3.4. EPIC EMR
• Feature/Setting: Interconnect API “/Reports/Run” for custom clinical or billing summaries.
3.5. Athenahealth
• Feature/Setting: Reports API “GET /v1/{practiceid}/reports/custom” for exporting configurable reports.
3.6. Zendesk
• Feature/Setting: Support API “/api/v2/exports/tickets.json” for case and session tracking data.
3.7. Power BI
• Feature/Setting: REST API “/reports/{reportId}/ExportTo” to automate export as PDF/PPTX.
3.8. Tableau Server
• Feature/Setting: REST API “/sites/{siteId}/views/{viewId}/image” for report snapshot delivery.
3.9. QuickBooks Online
• Feature/Setting: Reports API “/v3/company/{companyId}/reports/{reportName}” for financial or invoice exports.
3.10. Xero
• Feature/Setting: Reports endpoint “GET /api.xro/2.0/Reports/{ReportName}”.
3.11. Dropbox
• Feature/Setting: Files API “/files/download” to fetch CSV/PDF report files for distribution.
3.12. Box
• Feature/Setting: API “/files/{file_id}/content” for extracting stored reports.
3.13. AWS S3
• Feature/Setting: S3 API “GetObject” to access auto-generated report files.
3.14. Slack
• Feature/Setting: Web API “files.upload” for real-time file sharing in admin channels.
3.15. Microsoft Teams
• Feature/Setting: Graph “/me/drive/items/{item-id}/content” for report attachment in channel posts.
3.16. Gmail
• Feature/Setting: Gmail API “users.messages.send” to deliver reports as email attachments.
3.17. Outlook 365
• Feature/Setting: Microsoft Graph “/me/sendMail” with attachments.
3.18. Docusign
• Feature/Setting: API “/v2.1/accounts/{accountId}/envelopes” to attach reports for signature workflows.
3.19. Freshdesk
• Feature/Setting: Reports API “/api/v2/reports/tickets” to automate ticket data exports.
3.20. Jira
• Feature/Setting: REST API “/rest/api/3/search” with JQL for extracting issue data as CSV reports.
3.21. Zapier Webhooks
• Feature/Setting: “Catch Hook” URL for custom report data pushed and relayed via HTTP POST.
3.22. HubSpot
• Feature/Setting: Reports API “/crm/v3/reports/{reportId}” for analytics export automation.

Benefits

4.1. Guarantees consistency and timeliness of admin reporting.
4.2. Reduces manual errors and reporting workload for ABA staff.
4.3. Supports audit trails and regulatory compliance.
4.4. Enables rapid response for caseload, billing, or clinical oversight.
4.5. Easily scales across multiple sites or provider networks.