Automated reports, delivered on schedule as Excel, CSV or PDF
Ops Insights runs your reports on a schedule and emails them to the people who need them, as Excel, CSV or PDF files. Nobody has to remember to pull the numbers, and everyone gets the same ones.
How scheduled reports work
- Pick any report or dashboard tile
- Set the criteria: a date range such as yesterday, last week or this month, plus any filters
- Choose Excel, CSV or PDF
- Choose when: daily, on chosen days of the week, every weekday, monthly or yearly, at the time you set
- Add the recipients, inside or outside your organization
Each email carries the data and a link to run the report live. Excel files include the report's description and the criteria used, so whoever opens it knows exactly what they are looking at. Recipients can unsubscribe, and you can pause or edit a delivery at any time.
Reports for clients and partners
Some of the most useful automated reports go outside the company.
External users
Give clients, vendors and joint venture partners their own dashboards and scheduled reports, limited to their own data.Your logo on the file
PDF and Excel exports carry your company logo, so a report you send looks like it came from you.Vendor scorecards by email
Send each vendor its own SLA scorecard every month. Vendor scorecards
Questions about automated reporting
- What can be automated?
- Any report in your library and any dashboard tile. Report delivery sends the underlying data as a file; charts themselves are not attached.
- Where do the reports come from?
- From the database behind your own system. Title agencies start with a ready-made library; anyone can request new reports, which our analysts write. Database reporting
- Can I change a schedule without calling you?
- Yes. Criteria, delivery days and times, recipients, the subject line and whether the delivery is on can all be edited in the app.
- What if I need the data in my accounting system?
- A scheduled CSV or Excel file shaped for your accounting system's import is a common setup. Accounting data export
Related
- Operational dashboardsKPI tiles with drilldown, and alerts when a number crosses a line
- Database reportingReports and dashboards from any SQL database
- Vendor scorecardsSLA and turnaround reporting from your transaction data
- Accounting data exportFinancial and transaction data, shaped for your accounting system
Discover a better bottom line
See your own reports, dashboards and alerts in a 30-minute demo. We'll walk through what Ops Insights would look like on your data.