Automated reporting in Butterflai saves you time and ensures that you always have the latest data at your fingertips. This guide explains how to set up and customize automated reports to meet your business needs.
Setting Up Automated Reports:
Access Reports:
Navigate to the "Reports" section from the main menu.
Click on "Create New Report."
Choose a Template:
Select from predefined templates based on your reporting needs.
Customize the template by adding or removing sections.
Set Parameters:
Define the data sources, date ranges, and filters for the report.
Specify the frequency of the report (e.g., daily, weekly, monthly).
Schedule Delivery:
Choose how and when you want the report to be delivered.
Options include email delivery, dashboard notifications, or direct downloads.
Review and Save:
Review the report setup to ensure accuracy.
Click "Save" to schedule the report.
Customizing Report Templates:
Edit Existing Templates:
Select an existing report template to edit.
Make adjustments to the sections, data sources, and visualization types.
Create Custom Templates:
Click on "Create Custom Template" to start from scratch.
Add sections and configure them to display the data you need.
Save Custom Templates:
Save your custom template for future use.
Apply it to new reports as needed.
Exporting Reports:
Export Options:
Export reports in various formats such as PDF, Excel, or CSV.
Choose the format that best suits your needs.
Download or Share:
Download the report to your device.
Share the report via email or other communication tools.
Tips for Effective Reporting:
Set Clear Objectives: Define the purpose of each report and the key metrics to include.
Automate Regular Reports: Schedule regular reports to keep stakeholders informed without manual effort.
Review and Adjust: Periodically review your report templates and schedules to ensure they remain relevant.
By setting up and customizing automated reports, you can ensure timely access to critical business data and insights, helping you stay informed and make data-driven decisions.