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Automated Reporting System
Bots and Automation · Delivery: 7 business days
An automated reporting system collects sales, stock, collection, advertising and operations data from its sources by itself, combines it into one template and delivers it at a set time by email, WhatsApp or a live dashboard. Up to 3 source connections, daily, weekly and monthly templates, failure alerts, source code and setup documentation are included.
What is delivered
- Definition of reporting needs and data sources
- Up to 3 source connections (e-commerce, accounting, ads, spreadsheets, database)
- Daily, weekly and monthly report templates
- Automatic delivery by email, WhatsApp or live dashboard
- Alerts when data is missing or a source fails
- Source code and setup documentation
Automated Reporting System
An automated reporting system hands the reports you prepare by hand over to software. Data is pulled from its sources, placed into a defined template and delivered to the right people at a set time, so you become the person who reads the report and decides rather than the one who builds it.
Which Sources Connect
- E-commerce and order systems
- Accounting and pre-accounting software
- Advertising and analytics panels
- Excel and Google Sheets tables
- Your own database
Typical Reports
Daily sales and order summaries, stock and low-level alerts, collections and overdue receivables, ad spend and return, and revenue comparison by channel are the most commonly built reports. The content follows the metrics your business actually tracks.
One Source of Truth
The reason the same figure differs between teams is usually that everyone keeps their own spreadsheet. Once reporting is automated the calculation rule lives in one place: the whole team sees the same number and the discussion moves from data to decisions.
Delivery and Live Dashboard
Reports can be sent by email or WhatsApp, and when a continuously updated summary is needed a live dashboard is set up. The dashboard can be followed on a tablet in the field or on a screen in the office.
Alerts on Failure
If a source stops returning data the system does not stay quiet: it raises an alert. A report built on incomplete data that nobody notices is riskier than no report at all.
Pricing
Pricing depends on the number of sources and reports, the complexity of calculation rules and whether a live dashboard is needed. Standard scope includes up to 3 source connections.
Tell us which report who needs and how often, and we will build the structure.
What is an automated reporting system?
A setup that collects data from its sources automatically, places it into a defined template and delivers it to the right people at a set time.
Which sources can data come from?
E-commerce and order systems, accounting software, advertising and analytics panels, Excel and Google Sheets tables, and databases.
How many sources are included?
Standard scope includes up to 3 source connections. Additional sources are planned separately.
How are reports delivered?
By email, WhatsApp or through a continuously updated live dashboard.
How is report frequency set?
Daily, weekly and monthly templates can be built, and different reports can go out at different frequencies.
Are reports tailored to us?
Yes. Report content and calculation rules are defined specifically around the metrics you track.
Am I alerted if data is missing?
Yes. If a source cannot be reached an alert is sent, preventing reports built on incomplete data.
How long does setup take?
Standard scope takes 7 business days, depending on the number of sources and reports.
Can you set up a live dashboard?
Yes. If you need a continuously updated summary screen, dashboard setup is added to the scope.
How is the price determined?
Source and report count, complexity of calculation rules and dashboard needs set the price. Prices exclude VAT.
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Request a quote for Automated Reporting System
The first call is free. If you have a domain or an existing site, send us the link; we reply within 1 business day.