Automated Reporting Services

Reports That Build Themselves

We automate your business reports so you can spend less time formatting and more time making decisions.

What is Automated Reporting?

Automated reporting is the process of using technology to gather data, format it into readable reports, and deliver it to the right people; without needing manual input.

Instead of spending hours compiling data each week or month, we set up systems that generate reports automatically based on your real-time business activity.

You get better data, faster; with fewer errors.

Ideal For

  • Business owners who want clarity without the admin
  • Teams managing multiple sites, regions, or departments
  • Stakeholders who need consistent, professional reporting
  • Compliance and audit teams needing historical accuracy

Why Automated Reporting Matters

Manual reporting is slow, inconsistent, and vulnerable to human error. And when reports are delayed, so are decisions.

With automated reporting, you can:

  • Save hours of admin time
  • Reduce errors and inconsistencies
  • Always know what’s happening; in real time
  • Send reports to managers, clients, or teams instantly
  • Turn raw data into visuals and summaries that make sense

Whether it’s checklists, sales numbers, or audit results; we’ll make the report part effortless.

What We Automate

PDF & Word Report Generation

  • Automatically generate branded PDF or Word reports from form entries
  • Include tables, sections, comments, and conditional formatting
  • Insert scores or indicators like “Compliant / Non-Compliant”
  • Format for internal teams, clients, or regulatory bodies

Scheduled Report Runs

  • Daily, weekly, or monthly auto-generation
  • Automatically compile entries within a timeframe
  • Send to pre-set recipients at specific times (e.g. Monday 8am)

Smart Delivery & Storage

  • Email reports directly to supervisors, managers, or clients
  • Store reports by site, date, or category on your server or cloud
  • Log all activity for compliance tracking

Editable Formats

  • PDF for final sharing
  • Word document versions for quick manual edits before finalising
  • Optional Excel outputs for tabular data exports

Real-World Examples

Security Firm:
Guard shift audits are submitted via mobile forms. Weekly reports are generated automatically with risk scores and emailed to management for review.

Retail Chain:
Store performance checklists are summarised weekly into PDF reports showing total compliance, top issues, and manager comments — no Excel formatting needed.

Training Organisation:
After each training session, learner feedback forms are summarised into clean, print-ready reports that are automatically saved to the session folder and shared with stakeholders.

Frequently Asked Questions

Can I still edit a report manually if needed?

Yes; we offer .docx outputs as well, so you can make final tweaks if required before sharing.

Can I get graphs in the report?

Yes; your reports can include charts, score breakdowns, and visual cues like red flags or section highlights.

What if the data is incomplete?

We can build in logic to flag incomplete forms or prevent submission until required data is captured.

Do I need a developer to update the report design?

No; we can set up templates that are easy to update. Or you can request updates as part of your support package.

Hosting Options

We offer flexible hosting based on your needs. Whether you prefer to run the system on your own infrastructure or want us to manage everything for you, we’ve got you covered.

View Hosting & Deployment Options to learn more.

Stop Chasing Reports. Start Using Them.

We’ll help you turn raw data into professional reports; automatically.

Related Glossary Terms

Real-Time Reporting, KPI, Data Pipeline, ETL