Purpose
1.2. Aggregate and analyze procurement, logistics, quality assurance, and vendor management data into scheduled or ad-hoc reports.
1.3. Deliver multiformat outputs (PDF, Excel, dashboards) to procurement leads, quality officers, and executives for continuous supplier evaluation and compliance auditing.
1.4. Eliminate manual data compilation by pulling metrics from supplier portals, purchase orders, QA inspections, returns, and service desk logs.
Trigger Conditions
2.2. Event-based (new supplier evaluation cycle, incident report filed, PO completed).
2.3. Manual (stakeholder clicks ‘Generate Report’ in dashboard).
2.4. API webhook (supplier data updates in ERP platform).
Platform Variants
• Trigger: Recurrence (every 1st of month)
• Action: Power BI "Export Report" API; SharePoint "Get Items"
3.2. Google Workspace
• Feature: Apps Script Trigger; Google Sheets API; Drive "Export as PDF"
3.3. Salesforce
• Feature: Flow Builder scheduled job; Reports API to export supplier analytics
3.4. SAP
• Feature: BusinessObjects RESTful API for report generation; iDoc event triggers
3.5. Oracle Fusion Cloud
• Feature: BI Publisher API; Automated Data Query from Procurement module
3.6. Zoho Analytics
• Feature: "Schedule Export"; Zoho Creator workflow trigger
3.7. Airtable
• Feature: Automations; Scripts with “Download as CSV/PDF” via API
3.8. Tableau
• Feature: Tableau Server Client (TSC) “Get PDF” endpoint; Scheduled Extracts
3.9. Quickbase
• Feature: Schedule Reports; Pipeline Automation “Export as CSV”
3.10. Smartsheet
• Feature: Time-based workflow for “Send as Attachment”; Reports API
3.11. Monday.com
• Feature: Board Automations; API “Get Board Items” and “Export to Excel”
3.12. IBM Cognos Analytics
• Feature: Scheduler; Report Content Dispensation API
3.13. HubSpot
• Feature: Workflow Report Automation; Custom API Call for analytics data
3.14. ServiceNow
• Feature: Scheduled Reports; REST API for exporting supplier performance data
3.15. NetSuite
• Feature: SuiteAnalytics scheduled query; Saved Search Export
3.16. Odoo
• Feature: Automated Action; Report Export from Purchase module
3.17. Klipfolio
• Feature: Scheduled Snapshots; Data Connectors API
3.18. Sisense
• Feature: Pulse Alerts / Automated Export API
3.19. Asana
• Feature: Reporting API; Scheduled custom workflows
3.20. Notion
• Feature: Notion API “Export to PDF”; Automated page extraction tools
3.21. Trello
• Feature: Butler Power-Up; Scheduled Cards Export
3.22. Freshdesk
• Feature: Analytics Automation; API for scheduled report downloads
3.23. Pipedrive
• Feature: Scheduled Insights; Export Reports endpoint
3.24. Intercom
• Feature: Custom Bots; Reporting API “Export data”
3.25. Slack
• Feature: Workflow Builder; Automated delivery of report uploads to channels
Benefits
4.2. Ensures uniform supplier performance visibility across period and stakeholder group.
4.3. Triggers early corrective action on non-compliance or underperformance.
4.4. Accelerates continuous improvement cycles in supply chain management.
4.5. Reduces cycle time for audits and compliance verifications.