Topic area

Automating & delivering reports

The job around the workbook: where the data comes from, when it runs, and who receives it.

An automated reporting job: pull from a database or API, build the workbook, run on a schedule, and deliver by email, cloud storage or a web download.An automated reporting job: pull from a database or API, build the workbook, run on a schedule, and deliver by email, cloud storage or a web download.the report is the easy part; the job around it is the workSourceSQL · APIGoogle SheetsBuildtemplate · PDFchecks before sendSchedulecron · AirflowGitHub ActionsDeliveremail · S3SharePoint · Teams

Topics in automating & delivering reports

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Databases, APIs & sources

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Scheduling & orchestration

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Email delivery

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Publishing & sharing files

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PDF export

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Excel in web apps

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Logging, testing & packaging

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