Reporting and AnalyticsPurpose
1.2. Enable automated consolidation of data from multiple financial, CRM, tax, and communication platforms into unified reports, ensuring stakeholders receive timely and accurate analytics.
1.3. Automate tracking stakeholder engagement with distributed reports, triggering follow-ups or meeting invites as necessary.
1.4. Maintain a fully auditable automated process suitable for regulatory and board oversight.
Trigger Conditions
2.2. Manual initiation by authorized staff via web form or dashboard
2.3. Completion of a fiscal event (e.g., tax season wrap-up, major fundraising closure, annual audit finalization)
2.4. Data threshold met (e.g., new donor registrations or donations surpass set value)
Platform Variants
• Feature/Setting: Recurrence trigger and SharePoint “Create file” for document composition; integrate with Outlook “Send email” action
• Example: Automate stakeholder reports every quarter and email to board list using Outlook
3.2. Google Apps Script
• Feature/Setting: Triggered time-driven function to pull Sheets/Drive data, generate Slides/PDF, and send via Gmail API
• Example: Automate report generation with Apps Script and Gmail for every tax filing season close
3.3. Zapier
• Feature/Setting: Schedule trigger, Google Sheets “Find Many Spreadsheet Rows,” Formatter for document merge, Gmail “Send Email”
• Example: Automate compiling donor analytics and email summary to stakeholders
3.4. Integromat (Make)
• Feature/Setting: Scheduler module, Google Docs “Create a Doc,” Email “Send an Email”
• Example: Automated stakeholder reporting workflow after audit sign-off
3.5. Salesforce
• Feature/Setting: Report Scheduler in Salesforce Reports, Email Alerts in Process Builder
• Example: Automate sending structured engagement analytics reports monthly
3.6. HubSpot
• Feature/Setting: Workflows “Send Internal Email,” Reporting “Schedule Report”
• Example: Automate delivery of performance dashboards to stakeholders
3.7. Tableau
• Feature/Setting: “Subscribe to Dashboard,” scheduled PDF or image report export
• Example: Automated distribution of compliance analytics via emails
3.8. Power BI
• Feature/Setting: “Subscribe to Report,” schedule email with report snapshots
• Example: Automate stakeholder update with tax assistance outcome analytics
3.9. Smartsheet
• Feature/Setting: Automated Workflows, “Send Update Request,” “Generate PDF”
• Example: Automate performance snapshot creation and board notification
3.10. Slack
• Feature/Setting: Scheduled Workflow, “Send Message” to channel or DM
• Example: Automate report summary push to stakeholder Slack group
3.11. Mailchimp
• Feature/Setting: “Recurring Campaigns”, “Email Automation” triggered by event
• Example: Automate quarterly impact report to non-profit supporters
3.12. DocuSign
• Feature/Setting: “Automated Sending” via API, Template population and email routing
• Example: Automatedly send signed compliance summaries
3.13. AWS Lambda
• Feature/Setting: Scheduled Lambda function, SES “SendEmail” API invocation
• Example: Automate report generation, formatting, and stakeholder delivery
3.14. Google Data Studio
• Feature/Setting: “Email Delivery Schedule” for interactive dashboards
• Example: Automate interactive analytics sharing with stakeholders
3.15. Jira
• Feature/Setting: Automation Rules, “Send Email” or “Create PDF” action
• Example: Automate sending status reports to finance committees
3.16. Monday.com
• Feature/Setting: Automations “Schedule and Send” Board Views
• Example: Automate recurring operational reports for review
3.17. ClickUp
• Feature/Setting: Automated Reports, Email Schedule integration
• Example: Automate workflow progress updates to core members
3.18. Notion
• Feature/Setting: Integration with APIs to export pages, automate scheduled reporting using external automator
• Example: Scheduled extraction of compliance notes for email distribution
3.19. Trello
• Feature/Setting: Butler Automation “Send Email,” Scheduled Board Export
• Example: Automate report cards delivery to committees
3.20. Asana
• Feature/Setting: Rules “Send Weekly Digest,” Integration with Outlook or Gmail
• Example: Automate project reporting to stakeholders
3.21. QuickBooks
• Feature/Setting: “Scheduled Reports” via Accountant Edition, Email Automation
• Example: Automate financial activity statements for stakeholders
3.22. Xero
• Feature/Setting: Scheduled “Report to Email,” API for custom delivery
• Example: Automate tax period summaries to oversight board
Benefits
4.2. Automation guarantees timely and consistent stakeholder communication.
4.3. Automates cross-platform data aggregation, providing richer analytics for decision making.
4.4. Enables auditable and compliant reporting trails for regulatory needs.
4.5. Frees up human resource by automating repetitive, time-intensive reporting tasks.
4.6. Rapid automation adaptation for new metrics or reporting formats as organization evolves.
4.7. Proactive stakeholder engagement through automated scheduling, improving trust and transparency.