Agents help Reporting Coordinators keep requested reports moving to the right people.
Send report owners PDFs after checking their text and tables.
Your report owners get PDFs from the HTML files in your inbox, with text and tables checked before delivery.
Hand analysts a clean CSV and a report of skipped source lines.
Your analysts get CSVs from new text exports in a shared folder. A companion report points to source lines that need fixing.
Put a verified Word draft link on each analyst's report task.
Your Markdown report becomes a Word document in your team's layout, with tables and links checked and the draft linked on your task.
Place the dated extract and delivery note in the shared folder.
Get a dated CSV and row count in your shared folder every month, or an error note explaining why the export stopped.
Save report tables as downloadable CSV files for handoff.
Your teammate gets CSV files from your recurring report PDFs, plus a note showing which cells need a closer look.
Deliver a fresh Excel file when the reporting table changes.
Your report preparer gets a fresh Excel workbook when the SQL reporting table changes. The rows follow your chosen query and headings.