Report automation
Automatically generating and distributing business reports on a schedule or trigger. PURIST builds report automations that compile data from 5–10 sources, format it, and email a PDF to leadership every Monday replacing 4 hours of manual work.
4h
saved weekly by automating a typical management report
PURIST client data
Expert insight
An automated report that silently fails to generate (an empty or partial report sent instead of an error) is worse than a report that visibly fails to send at all, since the recipient has no way to know the numbers they're looking at are incomplete, report automation needs validation that the generated report actually contains the expected data before it's sent.
How PURIST uses this
This concept is built into every automation we deploy.
When PURIST builds your automation, Report automation is not an optional consideration it is part of the production standard. Our workflows are tested against edge cases, monitored 24/7, and built to handle what happens when things don't go as expected.
Every client workflow we deploy in the Reporting & BI category is designed with this principle in mind from day one not added as an afterthought.
Complexity level
Anyone can understand this no technical background needed.
Related terms
Quick facts
4h
saved weekly by automating a typical management report
PURIST client data
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