How to automate your weekly reports

If someone spends hours each week rebuilding the same report, it can almost always be set up once and refreshed.

The short version

  • Build once
  • Upload or push data
  • Share a live link
  • Alerts for exceptions

How do I automate a weekly report?

Build the dashboard once from your export. Each week, upload the new export, or let data flow in automatically, and the dashboard updates.

How do I stop spending hours on reports every week?

Replace copy-and-paste with a dashboard that reads the file. Share a live link so nobody needs a new attachment.

Can reports be sent automatically?

Live dashboards are always current, and alerts email you when a number crosses a target, so you are told when something needs attention.

See it with your own data

Tell us what you want to report on. We will set up a walkthrough built around your own kind of data.

Request a demo

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