Module 625 minutes
Building Automated Reports
Create reports that update automatically. Save hours on weekly/monthly reporting with AI-powered automation.
automationreportingdashboardsanalytics
Learning Objectives
- ✓Build self-updating dashboards
- ✓Automate report generation and distribution
- ✓Set up data refresh schedules
- ✓Create executive summaries automatically
Stop Creating Reports Manually Every Week
AI and automation turn one-time report creation into ongoing systems that update themselves.
Automated Dashboard Setup
Google Sheets automation:
I have data in:
- Sales CRM (exports to Sheet A)
- Marketing platform (exports to Sheet B)
- Support system (exports to Sheet C)
Create dashboard that:
- Pulls latest data automatically
- Calculates KPIs
- Updates charts
- Refreshes daily at 8am
Walk me through setup.
Report Templates
AI report structure:
Create weekly report template for:
Audience: [Executives/Team/Board]
Include:
- Executive summary (auto-generated from data)
- Key metrics vs goals
- Top 3 wins
- Top 3 concerns
- Next week priorities
How to make each section pull from live data?
Email Automation
Scheduled report delivery:
Set up system to:
- Generate report from dashboard
- Create PDF
- Email to stakeholders
- Every Monday at 9am
- Include brief AI summary in email body
Tools needed and setup steps?
AI Summary Generation
Automated executive summary:
From this week's data:
[Key metrics]
Generate executive summary (3 paragraphs):
- What happened
- What it means
- What to do about it
Use for weekly report intro.
Exception Reporting
Alert on anomalies:
Monitor these metrics:
- [Metric 1] (alert if drops >10%)
- [Metric 2] (alert if spikes >20%)
- [Metric 3] (alert if below X)
Set up automated alerts:
- Check daily
- Email if threshold crossed
- Include AI analysis of likely cause
Key Takeaways
- →Build report templates once, then automate data refresh—save hours weekly
- →Use AI to generate executive summaries from data automatically
- →Schedule report delivery so stakeholders get updates without asking
- →Set up alerts for anomalies—catch problems early
- →Connect data sources directly to dashboards for real-time updates
Practice Exercises
Apply what you've learned with these practical exercises:
- 1.Create one automated dashboard for a key metric
- 2.Set up weekly report email automation
- 3.Build AI-generated executive summary from your data
- 4.Configure alerts for 3 critical metrics