monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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.
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.