BUSINESS INTELLIGENCE
Automated reports and KPIs: goodbye to manual Excel
We automate the generation and sending of your reports and KPIs so that you stop spending hours setting up Excel and always have up-to-date data.
What is Automated reports and KPIs?
Every month (or week) someone on your team spends hours putting together the same report: downloading data, copying it into Excel, balancing figures, formatting, and sending it. It's repetitive, time-consuming, and error-prone work that automation eliminates.
We automate the entire cycle: we connect the sources, calculate the KPIs, generate the report in the format you need (Power BI, PDF, Excel) and automatically send it by email or publish it where your team consults it. With scheduled updating and alerts when an indicator goes out of schedule.
The result is time recovered, reports that are always on time and without manual errors, and a team that spends its time analyzing the data instead of assembling it.
FEATURES
Features of Automated reports and KPIs
Automatic calculation of KPIs
Indicators are calculated on their own from your updated data.
Reporting
Recurring reports in Power BI, PDF, or Excel with your formatting and branding.
Automatic Sending and Publishing
Distribution by mail or publication in your team's channel.
Scheduled update
Data refresh by time to always have up-to-date information.
Threshold alerts
Automatic warnings when an indicator exceeds or falls below a limit.
Distribution by profile
Each recipient receives the report with the data that corresponds to them.
TECHNOLOGIES
- Python
- Microsoft SQL Server
- Microsoft Azure
- Power BI
- Microsoft Fabric
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