Custom report scheduling

Purpose

1.1. Automate delivery of custom ABA therapy progress reports, compliance summaries, session analytics, staff performance, and client insights to stakeholders.
1.2. Provide scheduled, role-based, data-driven reports to therapists, supervisors, payers, and client guardians, minimizing manual preparation and sending errors.
1.3. Ensure compliance with insurance and regulatory reporting intervals, improve treatment planning, and support data review for clinical optimization.

Trigger Conditions

2.1. Calendar occurrence: predefined intervals (daily, weekly, monthly, quarterly).
2.2. Data event: new session data entered, threshold metrics reached, or supervision notes finalized.
2.3. User input: supervisor or admin requests an ad hoc or batch report.
2.4. Third-party system update: referral, EHR, or insurance portal data changed.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Apps Script triggers + Scheduled Triggers API; auto-generate reports and email PDF/XLSX at set intervals.
3.2. Microsoft Power Automate
• Feature/Setting: Recurrence Trigger + SharePoint/OneDrive "Get file content", "Send email with attachment".
3.3. Salesforce
• Feature/Setting: Scheduled Flow + "Send Email Alert", auto-distribute scheduled custom reports to users or contacts.
3.4. HubSpot
• Feature/Setting: Custom Workflow + "Send internal email", trigger on property updates or recurring time.
3.5. Zoho Analytics
• Feature/Setting: Scheduled Email Reports, configure timing and stakeholder lists.
3.6. Freshservice
• Feature/Setting: Automated Report Scheduling, set to deliver analytics dashboards to chosen emails.
3.7. Smartsheet
• Feature/Setting: Automated Workflows + "Send as Attachment" on schedule.
3.8. Airtable
• Feature/Setting: Automations + "At scheduled time", trigger "Send email" with attached report view.
3.9. Monday.com
• Feature/Setting: Automations Center + "When date arrives", export board/report & email.
3.10. Tableau
• Feature/Setting: Subscriptions + "Schedule report delivery" to external recipients.
3.11. Power BI
• Feature/Setting: Scheduled Refresh + "Subscribe", distribute refreshed reports to users.
3.12. QuickBooks Online
• Feature/Setting: Scheduled Reports (e.g., "Profit & Loss"), set recipients and intervals.
3.13. SAP Business One
• Feature/Setting: Report Scheduler + Email Configuration, set customized report batches.
3.14. Oracle NetSuite
• Feature/Setting: "Scheduled Saved Searches", configure email recipients, frequency.
3.15. Epic EMR
• Feature/Setting: Reporting Workbench + Batch Schedule, auto-send to clinicians/admin on assignment.
3.16. Dropbox
• Feature/Setting: Dropbox API + File Activity, notify when report folders updated or upload and share.
3.17. Slack
• Feature/Setting: Scheduled Workflow + "Send Channel Message", include report download link/attachment.
3.18. Gmail
• Feature/Setting: Google Apps Script + Time-driven Trigger, auto-email custom report.
3.19. Mailchimp
• Feature/Setting: Automated Email Campaign + RSS-to-Email or File Upload trigger.
3.20. Asana
• Feature/Setting: Rules + "Send Report" via email or message at recurring schedule.
3.21. ServiceNow
• Feature/Setting: Scheduled Job + Report Email Notification, role-based delivery.
3.22. Intercom
• Feature/Setting: Recurring Report delivery via Robot Messages to admin/inbox.

Benefits

4.1. Eliminates manual report creation and distribution, reducing labor and errors.
4.2. Streamlines compliance for audits, billing, and insurance by ensuring timely report access.
4.3. Enhances data transparency for all roles (therapists, supervisors, caregivers, payers).
4.4. Enables real-time insights for better outcomes and operational optimization.
4.5. Scalable for multi-location or multi-role organizations, with precise customization.