Reporting services
AI report automation for Lowcountry businesses
Receive recurring reports from existing systems on schedule, with written commentary checked by a named reviewer before delivery to your inbox.
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Consistent reports from your existing systems
Automated workflows query your systems of record to assemble the figures you need. A reviewer checks every written section to confirm the commentary matches your business outcomes before delivery occurs.
- 1
Direct system queries
Figures come from accounting, CRM, or practice systems. Systems without an API provide data through standard exports.
- 2
Personalized recipient sections
Reports split by branch, manager, or client. Each reader receives only the section relevant to their specific role or account.
- 3
Multiple delivery endpoints
Finished reports arrive in email, Teams, or SharePoint. Files also move directly to shared folders or client endpoints.
Reporting cycle from cut-off to inbox
Automation pulls figures from your systems at the scheduled cut-off to create a draft report. A named person reviews the draft before final delivery to recipients.
Select a stage to see details
| Location | This week | Last week | Change |
|---|---|---|---|
| Mount Pleasant | 184 | 179 | +5 (+2.8%) |
| Summerville | 152 | 156 | −4 (−2.6%) |
| Beaufort | 129 | 127 | +2 (+1.6%) |
| All locations | 465 | 462 | +3 (+0.6%) |
AI report automation for your kind of report
Different roles require different data frequencies and formats. These common configurations serve management teams and clients across the Lowcountry.
Select a report type
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Schedule and review behind each report
Microsoft Power Automate runs the schedule and the approval. Where an organization has it, Copilot can build and change a flow from a sentence.
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Reliable reporting for busy offices
Built-in safeguards keep the automation running correctly. These features ensure your team knows the status of every report.
Failed run alerts
Failed runs raise alerts to a named person. Notifications signal when a reporting process stops.
Source gap handling
Agreed behaviors apply when data is missing. Reports can hold, send with gaps labeled, or alert a manager for intervention.
Directory group synchronization
Recipient lists follow a directory group, not a list kept inside the workflow.
Detailed run logging
Every run is logged with its recipients and what was sent. Logs capture the specific files and contact lists for each cycle.
Building your first automated report
One report usually takes one to three weeks to build and later reports take less time because the connections already exist.
- 1
Definition
Report definitions record the figures, the source system for each, the cut-off and the time zone.
- 2
Connection
Secure links to accounting, CRM, and practice systems are established to allow data querying.
- 3
Parallel run
Automated reports run alongside manual versions for two or three cycles until figures agree.
- 4
Retirement
Manual versions retire once accuracy is confirmed over several cycles and the report arrives on schedule.
Common questions
- How is this different from a dashboard?
Dashboards require people to visit a site to see figures. Delivered reports arrive in your inbox or folder on a set schedule without any action required.
- What if a system has no API?
Exports produced by the system serve as the input. Automation reads these files to gather the necessary figures for the report.
- Who checks the written commentary?
Named reviewers inside your organization check every draft. The automation waits for their approval before sending the final version to recipients.
- What happens when a source is down at the cut-off?
Pre-defined rules handle unavailable sources. Your report can hold until the system returns, send a partial version with the gap named, or alert a person.
- Can each client or branch receive only its own section?
Reports use parameters to filter data by recipient. Each manager or client receives a document containing only the information relevant to them.
- How long does the first report take?
Building one report usually takes one to three weeks. Parallel runs alongside your manual version add one or two cycles to confirm figure accuracy.
Start your automated reporting schedule
Call (844) 422-7000 or book a conversation to review your reporting needs.