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Custom report generation on-demand

Purpose

 1.1. Generate up-to-date, data-rich reports for airport shuttle operations covering KPIs such as passenger counts, vehicle utilization, on-time performance, and revenue.
 1.2. Enable stakeholders (management, dispatchers, partners) to receive customized reports immediately upon request or on a set schedule.
 1.3. Automate data aggregation from operational, financial, and customer feedback systems into a single reporting tool for decision-making.
 1.4. Minimize manual labor in building, formatting, and distributing reports tailored to regulatory, partner, or internal requirements.

Trigger Conditions

 2.1. Manual user submission (web portal dashboard or mobile app request).
 2.2. Predefined schedule (e.g. daily/weekly/monthly).
 2.3. KPI anomaly (e.g. utilization drops below 60%).
 2.4. API/webhook call from connected systems (CRM, dispatch, ERP).
 2.5. Receipt of report request via email with specified keywords or template.

Platform Variants


 3.1. Microsoft Power BI
  • Feature/Setting: REST API — Set up refresh trigger on HTTP GET, automate report push to email.
  • Sample: Configure REST endpoint as scheduled trigger; link with workspace datasets.

 3.2. Google Data Studio
  • Feature/Setting: Community Connector API — Automate data pushes and template duplication for custom reports.
  • Sample: Deploy Apps Script to call template and fill report on webhook received.

 3.3. Tableau
  • Feature/Setting: Tableau Server REST API — Initiate extract refresh and email report PDFs.
  • Sample: API call to create a new report instance using saved templates per request parameters.

 3.4. SAP Crystal Reports
  • Feature/Setting: Schedule Assistant and RESTful web service — Automate report build and secure share via SFTP.
  • Sample: Schedule Assistant with webhook input for dynamic parameters.

 3.5. Salesforce Reports
  • Feature/Setting: Analytics API — Generate and export reports on API request; schedule via Process Builder.
  • Sample: Flow using Analytics API with filters, then auto-attach downloadable link in outbound email.

 3.6. Zoho Analytics
  • Feature/Setting: Report Export API — Trigger custom dashboards as PDFs via webhook.
  • Sample: Webhook triggers API to compile and export reports to defined users.

 3.7. Looker
  • Feature/Setting: Looker API — Use scheduled plans with API trigger for report delivery.
  • Sample: On-demand HTTPS POST to Looker API endpoint, responding with a CSV download.

 3.8. Amazon QuickSight
  • Feature/Setting: QuickSight API — Generate analysis and automate snapshot exports to S3.
  • Sample: Lambda function invokes QuickSight API job, emails result on completion.

 3.9. Sisense
  • Feature/Setting: REST API — Initiate dashboard snapshot, automate file share.
  • Sample: On request, export widget values as Excel, email download link.

 3.10. Domo
  • Feature/Setting: Domo Publish API — Trigger dataset refresh and deliver dashboards via email.
  • Sample: Flow triggers Domo card export API based on form submission.

 3.11. Smartsheet
  • Feature/Setting: Report Generation API — Automate filtered row exports based on criteria.
  • Sample: API endpoint initiated from request to generate custom Smartsheet reports.

 3.12. monday.com
  • Feature/Setting: Board Views & API — Export filtered board views to PDF/Excel upon trigger.
  • Sample: Use webhook to initiate board report export.

 3.13. Notion
  • Feature/Setting: Export API — On-demand export of page databases as CSV with filters applied.
  • Sample: Scripted API call, output sent to requester email.

 3.14. HubSpot
  • Feature/Setting: Analytics Reporting API — Automate analytics report generation and distribution.
  • Sample: Custom workflow using API to aggregate and email analytics.

 3.15. Oracle Analytics Cloud
  • Feature/Setting: REST API for Reports — Start report build, format output, and deliver file.
  • Sample: API job launched by external scheduler, pushes result to SFTP/email.

 3.16. Freshdesk
  • Feature/Setting: Reports API — Compile agent/ticketing reports on event trigger.
  • Sample: Webhook from booking system triggers API for operations report.

 3.17. QuickBooks Online
  • Feature/Setting: Reporting API — Generate profit/loss or transaction reports and email.
  • Sample: Triggered API report job sends PDF to finance department.

 3.18. Xero
  • Feature/Setting: Reports Endpoint — On-demand or scheduled financial report generation and delivery.
  • Sample: Webhook-inputted period range triggers custom financial report job.

 3.19. Slack
  • Feature/Setting: Incoming Webhooks — Send report summary as Slack message upon generation.
  • Sample: Automation completes report job and posts link/summary in ops channel.

 3.20. SFTP Server
  • Feature/Setting: Automated secure file upload — On completion of report, upload to SFTP.
  • Sample: Workflow moves PDF/CSV to SFTP location for regulated partners.

Benefits

 4.1. Accelerates access to actionable analytics, impacting operational efficiency and customer service.
 4.2. Ensures timely, compliant submissions for audits or contracts without manual intervention.
 4.3. Reduces data silos by consolidating multi-source information in automated flows.
 4.4. Scales with business growth, supporting additional report types, frequencies, and stakeholders.
 4.5. Lowers labor costs and error rates associated with hands-on report handling.

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