Report Automation features are now available

Report Automation features are now available

How the Report automation features can improve your reporting process? Maybe you have been experiencing the convenience of scheduled dashboard reporting using the power of email. The Dashboard is sent to your User Account email address according to the configured schedule. Additional receivers are optional, but welcomed 🙂

Dashboard vs. Report automation

At this stage, the above-mentioned Dashboard automation sends the dashboard to the inbox of the receivers. This happens on the static configuration. The difference between Dashboard and Report automation is that Report automation is triggered by a configured set of rules.

Report email notification automation

Sample Report E-Mail notification automation config
Sample Report E-Mail notification automation config

A notification email is sent when a configured trigger meets the given criteria. At this time, these triggers are available for this type of automation:

  • The Report item trendline slope change.
  • The Report period values percentage change.

All the information on how to configure this type of automation is within the content of the Report “Automation” tab.

Report config update automation

Sample Report update automation config
Sample Report update automation config

This type of automation updates the Report configuration. For example, it can update the fixed report date range if the report end-date period has been reached. In other words, it can change the current month´s date range and extend or shift it to the date range of the next month.

Experience it now

Since the Report automation features are available in the Premium Service Plan, experience it now with a 30-day free trial!

CareFree Data Collection, Enrichment and Reporting

With a strong focus on simplicity and automation!

  • Record and Report Crucial Business Activities.
  • From Operations to Strategies.
  • Any Business Model.
  • Open for Automation.
  • Business Intelligence Made Easy
  • Comfy Sharing & E-mail Reporting.
  • Set Once, Enjoy Forever!

Enjoy Premium features in the 30-day free trial.



Explore the Records-related tutorials:

Explore the Reports-related tutorials

Explore the Dashboards-related tutorials