Skip to content
Stackline

Process Automation

Automated Excel & PDF reports

Recurring Excel and PDF reports assembled from several data sources and delivered by email or to a shared folder on schedule, in the layout you know.

Service overviewDiscuss your project
Conceptual architecture · illustrative, no real data

What we build

A recurring report takes hours to assemble from several sources, and it's always done against a deadline.

  • Data collection from the chosen sources
  • Reports in Excel, PDF or another format you need
  • Delivery by email or to a shared folder on schedule
  • A log of every report produced

How it works

A typical data flow, from your equipment to the place the data is used.

Conceptual architecture · illustrative, no real data

  1. Data sourcesYour systems
  2. Stackline report jobStackline software
  3. Excel / PDFWhere the data goes
  4. DeliveryWhere the data goes

Getting started

What we need from you

  • The current version of the report
  • Where each number comes from
  • The schedule and the recipients

What you receive

  • An automated report in your format
  • A record of data sources and calculations
  • Past reports rebuilt on demand for any date range

Questions

Yes. Your current report is the starting point, and its layout changes only where you want it to.

The job alerts a named contact instead of quietly sending an incomplete report.

By email or to a shared folder, on your schedule. Each delivery is logged.

Every figure can be traced back to its source, because the sources and calculations behind the report are written down.

More in Process Automation

Service overview

Have a similar task?

Send a short note about the equipment and software you use and what should change. We'll answer with questions or a first step.

Discuss your project