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Workflow

The reports nobody wants to produce, produced automatically.

Recurring operational reports rarely get automated because each one is individually small. Collectively they consume a substantial amount of skilled time every week. Datox makes each one a configured workflow that runs on schedule.

The pattern

Small reports, large aggregate cost

A report that takes two hours a week costs more than a hundred hours a year, and usually consumes the time of someone whose judgement is needed elsewhere. Automating a set of these is often the fastest visible return from the platform.

  • The same extraction and formatting repeated on a fixed schedule.
  • Manual distribution to a recipient list that rarely changes.
  • Quality dependent on whoever is covering that week.
  • No record of what was reported previously beyond emailed attachments.
Automation

What a configured recurring report provides

Once configured, the report runs itself: data is collected, checks are applied, output is generated and distribution happens on schedule. Attention is only required when something looks wrong.

Included by default

  • Scheduled execution aligned to your reporting calendar.
  • Validation so a broken source is detected rather than published.
  • Consistent format and definitions every period.
  • Retained history of every version produced.
  • Named ownership so the report is not orphaned.