Reporting Automation
Recurring reports run automatically instead of being rebuilt every month.
We automate recurring reports that today are manually assembled from Excel, ERP exports and email submissions. Reports are generated and distributed automatically at fixed times.
- Significantly less manual effort for recurring reports.
- Reliable, on-time delivery without reminder emails.
- Fewer errors from manual copying and formatting.
manual report building
on-time automatic delivery
more automated reports
instead of hours of report building
The business case weighs person-hours saved per report against automation cost.
- 01
Report inventory
We capture all recurring manually built reports across the company.
- 02
Prioritize by effort
Reports with the highest manual effort are automated first.
- 03
Connect data sources
Excel submissions and system exports are replaced by automated interfaces.
- 04
Automate distribution
Finished reports are distributed automatically via email or portal.
- 05
Set up monitoring
Failed or delayed report runs are reported automatically.
Steps
Data sources
Stakeholders
From first data access to production – every step delivers a tangible interim result.
Excel submissions
Today's manual data inputs from various departments.
ERP exports
Regular data exports from SAP or other core systems.
Email submissions
Figures received by email that are currently transcribed manually.
Existing report templates
Layout and structure of today's manual reports.
Distribution lists
Recipient lists and delivery cadence per report.
Approval processes
Existing review and approval steps before a report is sent.
Controlling
No longer has to build standard reports manually every month.
Business departments
Receive reports on time without chasing the report creator.
IT
Operates automated processes instead of handling individual requests.
Executive management
Relies on timely, consistent reports.
Significantly less manual effort for recurring reports.
Reliable, on-time delivery without reminder emails.
Fewer errors from manual copying and formatting.
More capacity for analysis instead of report production.
Traceable, documented reporting processes.
With a solid data foundation this use case gets faster, cheaper and far more stable.
Central data connectivity replaces manual Excel and email submission.
Orchestrated schedules ensure timely and repeatable runs.
Monitoring catches errors before recipients notice them.
Reusable building blocks speed up the next automation.
Finance & controlling reporting
Automates the same reports needed for the month-end close anyway.
KPI framework
Automated reports draw on the same validated KPI definitions.
Management cockpit
Automated data runs also feed the management cockpit reliably.
Management Cockpits
Revenue, margin and cash at a glance – updated daily instead of once a month.
Finance & Controlling Reporting
Month-end close and cost-center reports without an Excel marathon at the start of the month.
Sales & CRM Analytics
Make pipeline, forecast and customer potential visible instead of guessing in the CRM.