Monthly metrics and KPI report generation

Purpose

1. Automate monthly generation, aggregation, formatting, and distribution of key metrics and KPIs for pregnancy care centers to centralize data, reduce manual entry, boost report accuracy, enable timely business decisions, support compliance, and simplify regulatory documentation.

Trigger Conditions

1. Time-based automation: Scheduled monthly (e.g., 1st of each month at midnight).

2. Data-source event automation: Trigger on data updates or finalized monthly reviews.

3. Manual trigger: Admin-initiated automation on-demand from dashboard.

Platform Variants

1. Microsoft Power BI

• Feature/Setting: "Scheduled Refresh" and Power BI REST API for automating data extraction, model refresh, and report export.
  

2. Tableau

• Feature/Setting: "TabCmd" automation script and Tableau REST API to automate PDF export and email delivery of KPI dashboards.
  

3. Google Data Studio

• Feature/Setting: Data connectors with Google Sheets and automated report scheduling.
  

4. Salesforce

• Feature/Setting: "Scheduled Reports" with Salesforce Reports API for dynamic KPI extraction and automated emailing.
  

5. Zoho Analytics

• Feature/Setting: "Data Alerts" and Zoho Analytics API for automated metric reporting with scheduling options.
  

6. Smartsheet

• Feature/Setting: Automation workflows for regular summary report generation and Smartsheet API integration.
  

7. Monday.com

• Feature/Setting: "Board automations" with KPI tracking and automated PDF/email export features.
  

8. Notion

• Feature/Setting: API for scheduled extraction of health metrics and automated report page creation.
  

9. Airtable

• Feature/Setting: Automations with Scripting block and Airtable API for compiling KPIs and sending monthly summaries.
  

10. SAP Analytics Cloud

• Feature/Setting: "Schedule Publication" and REST API for automated distribution of KPI dashboards.
  

11. Google Sheets

• Feature/Setting: Google Apps Script for automating calculations, consolidating data, and scheduled email sharing.
  

12. QuickBooks

• Feature/Setting: Scheduled exports and QuickBooks Online API for automating financial metric extraction.
  

13. Xero

• Feature/Setting: "Reports API" to automate pulling and distributing financial/statistical monthly healthcare metrics.
  

14. Slack

• Feature/Setting: Workflow builder and Slack API for automatedly posting KPI snapshots to channels.
  

15. Dropbox

• Feature/Setting: Automated file saving and sharing via Dropbox API after monthly report generation.
  

16. OneDrive

• Feature/Setting: Automated upload using OneDrive API for distributing and archiving KPI reports.
  

17. Google Drive

• Feature/Setting: Scheduled upload, permissions management, and Google Drive API for automated report access.
  

18. DocuSign

• Feature/Setting: API for requesting automated sign-off on formal monthly reports.
  

19. HubSpot

• Feature/Setting: "Workflows" and Reports API for compiling and automatedly delivering health engagement analytics.
  

20. SendGrid

• Feature/Setting: "Mail Send API" for automated email delivery of KPI reports in PDF format.
  

21. AWS Lambda

• Feature/Setting: Serverless functions to automate transformation, aggregation, and PDF generation of monthly data.
  

22. Asana

• Feature/Setting: Asana API and "Rules" for automated notifications or tasks for reviewing monthly KPIs.
  

Benefits

1. Automating monthly metrics saves time and standardizes reporting processes.

2. Eliminates manual errors through automation of data consolidation and distribution.

3. Accelerates decision-making by automated generation and delivery of accurate KPIs.

4. Ensures regular compliance through automated, always-on oversight.

5. Improves transparency and staff accountability with automated backups and notifications.

6. Enables scalable, automatable reporting as organization grows or opens new branches.

7. Centralizes healthcare data with automated aggregation from multiple sources.