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Automatic Reporting – What Is It and Why Is It Important

Automated reporting can help businesses perform better while saving marketers time and money. It allows organizations to produce reports containing relevant business information faster and easier than ever before. The generated reports are delivered at fixed intervals, or triggered by certain events. Auto reporting has changed the way digital marketers interact with prospects, visitors, leads, and even customers.

Automatic Reporting

There’s so much more to learn about automatic reporting, but let’s start with the basics.

What is an automated report?


Automated reports make it easy for marketing managers to report to their teams. Also, for agencies to report to their clients. They bring users useful information in a fast way without them having to search for the information themselves.

The reports are created and automatically updated with the help of software. Then, it’s delivered through a variety of means such as email, versioning system (PDF, PostScript, or HTML) or fax on a regular basis. In most cases, automatic reporting tool offers different ways to trigger, schedule, and burst reports out.

Scheduling reports

Scheduling a report allows you to deliver useful information to your users in a proactive way. You can set up specific parameters. Such as reporting time frame, frequency, and the exact time of the day to deliver. So, you can choose to send a weekly, monthly, or even daily report via email, fax, and other means. In that way, you help your users stay up to date on important information. 

So, if a marketing manager tracks the progress of multiple campaigns by setting up weekly reports, they can schedule weekly reports for each campaign to go out every Monday at 11 AM. And send it only to employees involved in that specific campaign. The delivery method of these reports is very flexible. You can send them in the format most suitable for the communication within your department. 

Scheduled reporting allows you to send reports triggered by a specific event as well. For example, a sales executive might receive a sales report when a new sales deal closes.

When it comes to deployments where the data changes from one user to another, or larger report deployments, reports can be burst out. This form of scheduling reports makes the job of analytic administrators easier, allowing them to use a single bursting key to give users the needed information from only one report. 

Automatic reports exist to remind users to accomplish a certain task and to improve overall user productivity. By delivering useful information to them exactly when they need it. They can find relevant data more easily. This is especially helpful for reports with large datasets. You can schedule a report with a large data set to automatically run in the background. In that way, the user can see it whenever they need to see the data without waiting until it’s been run.

tools for marketing

How do you automate Analytics?

Those who use Google Analytics might be interested in learning how to take advantage of automated data. This will save time they spend on web analytics and focus on finding insights and improving their digital channels. 

Before you begin, you’ll need three things other than your Google Analytics account. They are as follows:

  • Google Sheets;
  • The Google Analytics add on, which connects your GA account with your Google Sheets;
  • Google Data Studio, a tool that allows you to create parse reports for different KPIs.

Then, you’ll have to decide what you want to see in your reports. It is based on your type of site (a personal or professional blog, or brand website.)

The next step is to install the add-on so that it can link to your Analytics data. Then, set the basic parameters for your report, such as the title, the account information, metrics and dimensions. Creating summaries and scheduling may not be compulsory, but they make everything easier. 

To visualize the report:

  1. Import data to Google Data Studio.
  2. Select “New Report” and choose Google Sheets as your data source.
  3. Open the worksheet you want to use in your report and click the “connect” button.
  4. Choose a chart type from the toolbar and create a chart in the size you want.
  5. Select your desired dimensions and metrics using your summary sheets to create different report types.
  6. Then, add filters to the reports.

The process is finished when you need to change months in Google Sheets.

The whole process of getting there can be a bit challenging. Once completed, it’ll run on Google Sheets without requiring your help.

What are the reporting tools?

Reporting tools are created to make automated reports. Here are some of the most popular tools for reports, and their best features:

  • Whatagraph - sends automatically generated reports from multiple data sources, easy customization options;
  • SAP Crystal Reports – offers content distribution in a spreadsheet, PDF, and HTML;
  • DBxtra – automatic report generation on scheduled time, XL reporting service;
  • Windward Studios – data-powered document creation system for enterprises;
  • Vena Solutions – it embraces the full power of Microsoft Excel and provides a cloud-based solution;
  • Wrike – suitable for both SMB and enterprise.

Takeaways

Automated reporting and scheduling reports allow you to deliver relevant data from multiple sources to your users. It is a proactive and timely way with specific parameters for how, when, and who to deliver them. It’s simple, effective, and ensures maximum productivity. 

Wendy
Written By Wendy
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