Which data sources are supported?

MySQL, PostgreSQL, ClickHouse, SQL Server and other major databases, REST APIs, and Excel/CSV uploads.

What do the reports look like?

Tables, line/bar/pie/funnel charts, metric cards and AI text summaries, output as PDF, HTML or online links.

Private deployment is supported. Data is processed in your own environment and report content stays in-house.

How long does implementation take?

3-5 business days per report template including data integration and metric alignment; multiple templates scoped by scale.

Report Automation

Auto-generated business reports from your data sources, delivered on schedule.

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Category: Custom Development
Listed on: 2026-11-07

#API

What is Report Automation?

Report Automation is a data-to-deliverable reporting system: connect your databases and business systems, auto-generate business reports (daily/weekly/monthly) on schedule and deliver them to the right people — no more manual data pulling, charting and summarizing. Many teams spend hours each week in Excel pulling numbers, drawing charts and writing analysis. Report Automation turns those steps into scheduled jobs: data fetched automatically, metrics computed, charts generated, anomalies flagged, AI-assisted summaries drafted, delivered punctually to email, WeCom or DingTalk. For operations, sales and management needing regular reports, and agencies delivering periodic data reports to clients.

How to use Report Automation

Connect data: databases (MySQL/PostgreSQL/ClickHouse etc.), business system APIs or Excel/CSV files.
Define templates: configure metric definitions, chart types and dimensions in the template editor.
Set schedule and recipients: daily/weekly/monthly runs pushed to email/WeCom/DingTalk.
First-run review: check metric definitions and chart presentation, tune the template.
Run automatically: subsequent reports generate on schedule with anomalies auto-flagged.

Key features of Report Automation

1
Multi-source integration
Databases, APIs and Excel/CSV files connect, with multi-source data joined automatically.
2
Templated reports
Metrics, charts and dimensions configurable — one template reused across scenarios.
3
Scheduled generation
Daily, weekly and monthly reports run automatically and arrive on time.
4
AI summary
AI drafts data interpretation and conclusion summaries for human final review.
5
Auto anomaly flags
Metrics beyond thresholds get flagged automatically — no manual watching.
6
Multi-channel delivery
Email, WeCom, DingTalk and Feishu all supported.

Use cases of Report Automation

1
Operations daily/weekly
GMV, orders and conversion metrics generate daily reports management reads on time.
2
Sales performance
Team, individual and regional performance rankings and completion rates computed automatically.
3
Client data reports
Agencies deliver periodic client reports generated from templates at scale.
4
Project progress
Progress data pulled from project management systems into finished reports.