Purpose
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
2.2. 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
4.2. 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.