Solutions Reporting
Recurring reports
The same report, built the same way, sent at the same time, by nobody.
01 / What it looks like running
Start to finish, and where a person still comes in.
01 / Trigger The date comes round
02 / Automated Data pulled from each system
03 / Automated Report built
04 / Automated Checked against last month
05 / Automated Sent
06 / Needs a person Deciding what it means
Automated Needs a person 4 of 6 run without anyone
02 / What stops happening
7 steps become 1.
The struck lines are the ones nobody performs after this is live.
- Someone remembers it is the first of the month
- They export from the first system
- They export from the second
- They paste both into the template
- They fix the formatting
- They email it to the list
- Reading it and deciding something, still a person
03 / Built on
In your tenant, under your licences.
- Power Automate
- Dataverse
- Python
Yours may differ. What a process runs on is decided by what it touches, not by what we prefer building with.
Does yours run like this?
It probably runs nearly like this, with two steps that are entirely your own. Those two are the interesting part.