What is Automated Reporting and Automated Report Scheduling?

What is Automated Reporting?

Automated ReportingAutomated reporting is the act of delivering reports containing relevant business information at specified intervals or after a triggered event so users don’t have to spend the time finding the information themselves.  Automated reporting can encompass many types of different reports depending on the needs of the end user.  With enterprise level BI and reporting applications often provide different ways to schedule, trigger, and burst reports out.  For example, a scheduled report may be sent out once a week like Monday at 8am every week.   They can be triggered when a specific event happens, for example, when a new sales deal closes a sales report might be sent to a sales executive. Or they may be burst out, which is a form of scheduling used for larger report deployments or deployments where the data might change from user to user. This form of reporting is used to make analytics administrator’s jobs easier, instead of having to schedule multiple reports with separate data in each report to users depending on their security permissions. Bursting allows administrators to use a single bursting key to give users the right information from one single report.

Automated reporting is used to improve overall user productivity, or to remind users to accomplish certain tasks.  By sending or providing useful information to users on intervals they need it you make it easier for them to find the relevant data they need. This is particularly important for reports with large datasets. You can have a report with a large data set scheduled to automatically run in the background so when a user needs to see the data, they can see it immediately, instead of having to wait until it’s been run.

What is Automated Report Scheduling?

Automated report scheduling allows you to proactively deliver information right to your users.

Report scheduling allows you set up specific parameters to deliver information in a strategic manner. You can set up a time frame to report during, choose the frequency (e.g., daily, weekly, monthly), and what time of the day to send it on. Reports can be delivered through a variety of means whether it is a versioning system (e.g., HTML, PostScript, PDF, etc.), email or fax– there are many methods of delivery. This allows you to streamline information right to you or your users to stay up to date on the most critical information.

For example, your marketing manager may want to set up weekly reports to track the progress of several campaigns. Your marketing manager can set up reports for each campaign to be scheduled weekly for every Monday at 12:00 PM, and deliver it only to the employees that handle each specific campaign. With flexibility in delivery method, you can send out the report in any format that is your best mode of communication within your department.

How Does an Automated Reporting Tool Work?

An automated reporting tool works in a similar way to many reporting tools, but with additional security, scheduling, and management features which allow report developers, administrators, and users to automate different reporting activities.

The first step in the report development process has to do with your data. Some report development tools like Logi Report Designer allows you to create a metadata layer which provides you with the ability to semantically manage and define different data resources. A metadata layer thereby allows you to create an easy to use, easy to understand flat data structure. This is in important step in automating report activities because it gives you a better interface to interact with your data in a more meaningful way.

From here, you can start building the data visualizations and reports that make the most sense for your end users. One of the benefits of using Logi Report is the ability to define security parameters based on user’s permissions and then use those security permissions to visualize data in different ways depending on the user type. This is essential automating a report infrastructure, because it allows developers to publish a single report that can be used for many different users and organizations thereby cutting down on the total time needed to develop and enable reports at scale. This is also the time with which you’re able to schedule reports to go out at specific times or based on specific conditions, further cutting down on the need to actively manage and run reports.

How Logi Report Enables Automated Reporting for Your Applications

Logi Report pioneered advanced visualization types and complex reporting for embedded use case.  With Logi Report you can meet and automate your user base’s complex reporting needs easily, and scale as their needs grow. Logi Report’s advanced reporting technology allows your users to further interact with their data in a meaningful way to garner greater data insights. With features such as drill down and drill through, filtering, sorting, full ad hoc editing and report creation and pixel-perfect reporting Logi Report can meet your users advanced needs. Beyond normal scheduling of report, Logi Report also allows you to schedule reports based on triggered conditions, as well as burst reports to different user groups and organizations based on security permissions. Logi Report also has a scalable architecture that provides high availability, node architecture, and multi-tenancy features.

Additional Benefits of Embedded Reporting with Logi Report

Beyond the automation features available in Logi Report here are some additional benefits of embedded reporting with Logi Report:

Add Value to Your Software

When compared to the basic reporting of many enterprise applications, having advanced, automated reporting in your application can add a great amount of value to your application and be a defining market differentiator.

Save Time, Capital, and Effort When Compared to Developing Yourself

Developing BI yourself can take time, capital, and effort away from focusing on further developing your core capabilities.   By embedding Logi Report, you can integrate, deploy, and support in-application BI quicker and easier over time.

Integrate and Deploy in Your Application Rapidly

Logi Report was designed from the ground up to be embedded and deployed in other applications no matter what the deployment scheme.

Seamlessly Integrate with Advanced White-Labeling and OEM Customization

Logi Report supports a vast array of customization via API sets. Meaning you can white-label Logi Report into your application for a consistent, branded experience.

Key Takeaways

  • Automated reporting and Automated report scheduling allow you to proactively deliver information right to your users with specific parameters for when, how, and who to deliver your reports.
  • Automated report scheduling has a robust feature set for you to decide how to deliver your information.

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