Automated Reporting
Deliver reports on a schedule without manual prep.
The problem
Employees collect information from different sources and prepare repetitive reports by hand.
The repetitive task it eliminates
Manually gathering data and formatting the same report on a recurring schedule.
How the automation works
Automated workflows collect, organize, and deliver information in a structured report on a set schedule or on demand.
Business benefits
- Reports ready without manual prep
- Consistent format every time
- Up-to-date figures
- More time for analysis over data-gathering
What's included in the setup
- Data source configuration
- Report template setup
- Schedule configuration
- Testing and deployment
Implementation scope
Standard — $249–$299
- Multi-step workflow configuration
- Conditional logic where required
- Two or three supported integrations
- Workflow testing
- Deployment and handover
- Seven-day bug-fix support
These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.
Seven-day post-deployment support
Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.
Not included:
- New features
- Additional workflows
- New integrations
- Changes in business requirements
- Third-party service outages
- Changes caused by external platform updates
These can be quoted separately.
Requirements & limitations
- Access to the data sources
- A delivery destination
Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.