Performance Tracking & ReportingPurpose
1.2. Enable on-demand reporting driven by real-time data for scheduled review sessions, parent-teacher meetings, or management evaluations.
1.3. Automates the compilation of grading, progress, portfolio updates, attendance, and feedback from various sources into structured, visually appealing digital documents or PDFs.
1.4. Supports instant, automated communication of insights via channels like email, SMS, dashboards, and cloud sharing.
1.5. Accelerates response to report requests without manual intervention, automating compliance and policy-tracking needs.
Trigger Conditions
2.2. Calendar event arrival (e.g., end of term, scheduled performance review).
2.3. Submission of new student data or performance results.
2.4. Instructor or school admin request via chat, email, or mobile app.
2.5. API webhook trigger from external platforms (portfolios, CRMs, or student management systems).
Platform Variants
• Feature: Automate report fetch and worksheet export via Sheets API — configure Sheets API “spreadsheets.values.get” for input and “spreadsheets.create” for output.
3.2. Microsoft Excel Online
• Feature: Automate template duplication and data merge using Microsoft Graph API “workbook/worksheets/add”.
3.3. Airtable
• Feature: Automate record selection and filtered data sync via “List Records” and “Create Record” API endpoints.
3.4. Salesforce
• Feature: Automator uses “Analytics API” to automate custom report exports.
3.5. HubSpot
• Feature: Automate pulling pipeline/CRM data via “GET /crm/v3/objects/contacts” and report delivery.
3.6. Monday.com
• Feature: Automates custom board queries and report generation with “items.query” endpoint.
3.7. Notion
• Feature: Automate querying databases and export via Notion API “database.query” and page export.
3.8. Power BI
• Feature: Automate scheduled or on-demand dashboards with “Export To File API” for report snapshots.
3.9. Tableau
• Feature: Automates report extraction and emailing using “REST API: Query Views for a User”.
3.10. Slack
• Feature: Automate report delivery to channels via “chat.postMessage” API.
3.11. Google Drive
• Feature: Automate saving/exporting generated reports to shared folders through Drive API “files.create”.
3.12. Dropbox
• Feature: Automates file upload and sharing using “/files/upload” endpoint.
3.13. SendGrid
• Feature: Automates emailing report PDFs using “mail/send” endpoint.
3.14. Twilio SMS
• Feature: Automated SMS alert with report link through “messages.create” API.
3.15. Zapier
• Feature: Automate workflow orchestration across apps using “Zap” triggers for report tasks.
3.16. Make (Integromat)
• Feature: Automates multi-app workflow configuration via “HTTP” and “Google Docs” modules.
3.17. Docusign
• Feature: Automate sending reports for digital acknowledgment using “Envelopes: create” endpoint.
3.18. PDF Generator API
• Feature: Automates dynamic PDF creation from templates via template “create” and “fill” endpoints.
3.19. DocuWare
• Feature: Automates digital archiving of reports utilizing “Documents API”.
3.20. Zoho Reports
• Feature: Automates fetching and distributing reports with “getViewData” and “exportView” APIs.
3.21. SAP Analytics Cloud
• Feature: Automates exporting and email-sending with the “Export Report” API.
3.22. Asana
• Feature: Automates report task notification via “tasks.create” API call.
Benefits
4.2. Speeds up decision-making with on-demand, automated insight delivery.
4.3. Standardizes report quality and compliance via automation.
4.4. Scalability: Automatically adapts to spikes in report requests and varying data sets.
4.5. Automates recurring or one-off requests, supporting agile and responsive management.
4.6. Increases transparency and engagement with automated, scheduled sharing to all stakeholders.