Automated reporting
An automated report is a system that pulls data from the original sources, consolidates it and delivers the summary at the agreed time. It replaces the routine of exporting a spreadsheet, pasting it into another file and formatting — work that usually eats hours per week and still gets things wrong.
Reviewed on 2026-09-07
What's included
- Automatic collection from several sources at once
- Consolidation without copy and paste
- Delivery on WhatsApp, email or a dashboard
- Alerts when an indicator moves off track
- History preserved for period comparison
What you get
- Integration with your data sources
- Report template approved by the client
- Scheduled delivery
- Dashboard for lookups
Frequently asked questions
Where does the data come from?
Wherever it already lives: ERP, CRM, ad platforms, databases, Google Sheets. Sources with an API integrate directly; the rest come in through scheduled imports.
What if the source data is wrong?
The system validates what it receives and flags inconsistencies instead of quietly publishing a broken number. A wrong report with no warning is worse than a late one.
Let's find out whether this fits your case
A 30-minute call. You describe the process that eats most of your time today and I tell you plainly whether it can be automated and what that takes.