Report Generation and Distribution
Gain flexibility in your reporting processes with report automation
The use of spreadsheets and generating reports are cornerstones of your daily operations and integral activities to making strategic decisions—but generating effective reports can be a painful process for your team. Many core applications, like ERP Systems, General Ledgers, and EMR systems require manual intervention to compile reports.
Automate's report automation feature eliminates the need for manually generating reports, reducing the possibility of errors and freeing up your analysts to do what they do best: analyze the data.
Flexible Formats and Streamlined Processes
With Automate, you can do much more with worksheets to manipulate data and automate reporting across your organization. Regardless of the data source (Excel, Crystal Reports, SQL, an ERP system, web services, or others), Automate’s suite of drag-and-drop actions can merge, process, and format the data to build an intelligent report. Automate can then email the report to stakeholders, which further eliminates the need for manual intervention in the report generation and distribution process.
OpenDocument Format Reporting
Saving your spreadsheets in OpenDocument format means that you can access your spreadsheets from any OpenDocument-compliant application, including Excel, Google Docs, OpenOffice, or LibreOffice. In addition, Automate provides easy-to-use time- and event-based scheduling so reports can be generated, compressed, encrypted, uploaded to SharePoint or an FTP site, emailed to management, and more as part of a single automated workflow.