TechAppForce

Data and IT

Scheduled operational reporting

The reports people ask for every week, built once and sent on time.

Book a demoSee how it runs
  1. Draft
  2. ScheduledDone
  3. PausedSide exit
PassedWaits for a personEvery move is kept in the record's history

The problem

What goes wrong today

Today
Every Monday someone exports data, pastes it into a spreadsheet template, fixes the formulas and emails it round. When they are on holiday, the report does not go out, and nobody is sure the numbers match the system.
Who feels it: Operations managers, finance and anyone who builds the same spreadsheet every week

How it runs on TechAppForce

A day with it, step by step

Amber steps wait in a person's work inbox; everything else moves on its own.

  1. The Monday spreadsheetA logistics company’s operations manager has built the same deliveries report every Monday for three years.
  2. Built onceShe builds the report from a saved query of last week’s deliveries, grouped by depot, in the Excel layout the depots already know.
  3. ScheduledThe report is scheduled for Monday at 7:00 and sent to the depot managers role.
  4. The first MondayThe depot managers get the email with a link to the file before she is in the office.
  5. When she is on holidayThe report still goes out. When a depot manager asks for a PDF version, she adds a second format to the same report.
Illustration. The organisation and people are invented.

What gets configured

Settings you can read, change and release

No code for any of this, unless a rule truly needs it.

Records 4

  • Report4 fields + history, files, comments
  • Schedule4 fields + history, files, comments
  • Saved query4 fields + history, files, comments
  • Report run4 fields + history, files, comments

Stages 3

  1. Draft
  2. Scheduled
  3. Paused

Automatic 3

  • ScheduleReports run on a schedule, such as every Monday at 7:00 in the time zone you choose, or once on a set date
  • NotifyEach report is emailed to a list of people or a role as a link to the file
  • ScheduleThe owner can see the outcome of every scheduled run, and run a report again on demand

Screens and reports 5

  • Report designer and preview
  • Pivot table and charts on screens for people who prefer to explore
  • Data grid of schedules and their last outcome
  • PDF, Excel, Word, CSV or HTML, from saved queries with parameters
  • Templates with your own layout, headers and images
Who approves, in detail

New schedules that send data outside a department go to the data owner named on the report (record field strategy) before they start.

When the rules change

Bring your version of this.

A change a few months in is a reviewed release, not a rebuild. We will configure your version with you in a demo.

Book a demoAll use cases

Release: Schedule: weekly deliveries

Formats
Unchanged: Excel
Added: + PDF
Recipients
Added: + Role Regional directors
  1. Developmentmake the change
  2. QAreview the diff, test it
  3. Productionpromote the release
Illustration.