Automated reporting

Case study / Optimization / Management / Finances / Reporting / Banks

Building workflow to automate reporting.

Reporting is an essential action for any organization. Reporting provides visibility in monitoring all-level processes to ensure progress and provide solid ground for building strategy. Being aware of the importance of reporting for any company, Young App offers a platform to automate this process.

Challenge

  • Automate reporting.

Solution

  • Implement the extracting connector, storage base, and notifications.

Used connectors

Salesforce
Salesforce
CSV
CSV
Amazon SES
Amazon SES
Dropbox
Dropbox

Workflow

(1) Extracting CRM data with Salesforce.

(2) Injection data into CSV.

(3) Using Amazon SES, notifying a user that data is available in CSV.

(4) Put reporting data into a storage base such as Dropbox.

Results

The workflow for receiving activity reporting into your Dropbox. A lot of time previously wasted on routine reporting is released for better use!

Related articles