Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
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.
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.