Scheduled reports on KPIs (attendance, satisfaction, incidents)

Purpose

1.1. Enable scheduled, automated generation and delivery of comprehensive KPI reports on attendance, client satisfaction, and incidents.
1.2. Ensure that Adult Day Care managers, staff, and stakeholders receive consistent, timely summaries for decision-making and regulatory compliance.
1.3. Reduce manual effort, eliminate reporting delays, and maintain up-to-date quality assurance records.

Trigger Conditions

2.1. Predefined time intervals (daily, weekly, or monthly scheduled runs).
2.2. Specific thresholds met (e.g., incident count above a certain number).
2.3. Manual initiation by authorized staff via web dashboard or mobile app.

Platform Variants

3.1. Google Sheets
• Feature/Setting: Trigger-time-based script (Apps Script, Time-driven trigger) to aggregate data and email as spreadsheet/pdf.
3.2. Microsoft Power Automate
• Feature/Setting: Recurrence trigger; Compose and send Email with Excel/SharePoint extraction.
3.3. Salesforce
• Feature/Setting: Scheduled Flow; Report Export & Email Alert using Salesforce KPIs and custom objects.
3.4. Zoho Analytics
• Feature/Setting: Scheduled report email via Zoho Reports API; set recipient group and data filter.
3.5. Tableau Online
• Feature/Setting: Scheduled Extracts and Subscriptions; send visualized summaries as PDFs via email.
3.6. Slack
• Feature/Setting: Scheduled message using Slack API chat.scheduleMessage; attach KPI summary file or text.
3.7. Mailchimp
• Feature/Setting: Automated email campaign with KPI charts; API to trigger campaign on custom schedule.
3.8. Outlook 365
• Feature/Setting: Calendar event triggers Power Automate flow to send attachment or embedded report.
3.9. AWS Lambda
• Feature/Setting: Scheduled function (EventBridge – cron rule) to collect, compile, and distribute reports.
3.10. Zapier
• Feature/Setting: Schedule trigger; “Send Outbound Email” or “Create File” with combined KPI outputs.
3.11. Airtable
• Feature/Setting: Automations script with scheduled trigger; send update digest as email.
3.12. Monday.com
• Feature/Setting: Monday Automations; scheduled integration with Board Views and email delivery.
3.13. Google Data Studio
• Feature/Setting: Scheduled email delivery for dashboard snapshots; set recipient and frequency.
3.14. Smartsheet
• Feature/Setting: Automated notification rules; deliver KPI summary reports on set intervals.
3.15. Asana
• Feature/Setting: Asana Rule to trigger weekly summary task with custom field (KPI) reporting via email API.
3.16. Jotform
• Feature/Setting: Jotform Reports with scheduled digest emails including new entries and trends.
3.17. Power BI Service
• Feature/Setting: Scheduled subscriptions for dashboards/reports; deliver PDF or PowerPoint summary.
3.18. Notion
• Feature/Setting: Scheduled export of database as CSV; auto-email to team using integration (e.g., Notion API).
3.19. Trello
• Feature/Setting: Scheduled Butler command to generate update summary and email/copy to stakeholder card.
3.20. Intercom
• Feature/Setting: Scheduled report via Email Campaigns; use Intercom API for triggers based on user actions.

Benefits

4.1. Ensures consistent availability of analytic insights and regulatory evidence.
4.2. Frees up leadership and staff time previously used on manual report building.
4.3. Reduces risk of oversight and compliance violations.
4.4. Offers flexibility for multi-channel and role-based delivery (email, chat, app).
4.5. Supports traceable, historic trend analysis essential for audits and licensing reviews.