Decision-ready summaries
Shape business data into executive summaries and reporting packages for the audience reviewing them.
Analytics & delivery / AI-powered report automation
Turn business data into a report people can use.
Turn raw data into dashboards, executive summaries, and ready-to-share reports without slowing teams down with manual reporting work.
For business analysts, finance teams and leadership.
Inputs
- Business data
- Shared metrics
- Reporting requirements
ProductAI-powered report automation
Output
Dashboards, executive summaries and reporting packages
What your team can do
Report automation
in your workflow.
Consistent recurring reports
Reuse shared metric definitions across reporting cycles instead of rebuilding the meaning of each number.
Context behind the numbers
Keep reporting connected to the definitions and source context that help reviewers understand the result.
How the work connects
From requirements
to a reviewed result.
- 01
Define
Agree the audience, metrics and reporting question.
- 02
Prepare
Connect the relevant business data and shared definitions.
- 03
Review
Check the summary and its supporting context.
- 04
Share
Use the reviewed output in the reporting workflow.
Start with your requirements.
Discuss source access, shared definitions, output requirements and review responsibilities before planning an implementation. The workflow above is an overview, not a live product session.
Business applications
Explore the context
behind the use case.
Frequently asked questions
Plan the next step.
Who is this product for?
Business analysts, finance teams and leadership working on report automation and its surrounding data workflow.
What should we bring to a discussion?
Bring your business data, shared metrics, reporting requirements, a representative business question and the review requirements your team needs to meet.
How can we explore the wider platform?
Visit the product overview for the connected product map and reference-data ontology model, or talk to our team about your specific workflow.
Discuss Report automation
Your workflow.
The right starting point.
Share your data sources, users and output requirements so we can discuss how this product fits.
Talk to Our Team