28 posts on this topic
Reporting and analytics automation
Reporting breaks in two places: getting numbers out of the tools that hold them, and getting those numbers in front of someone while they still matter. These posts cover both, from pulling data through APIs and scheduled exports into a warehouse or a sheet, to dashboards and digests that assemble themselves and land in an inbox on time. The bias throughout is toward reports people read and act on rather than another tab nobody opens, including the newer option of asking the question in plain English and having a model answer it from your own records.
Want this built rather than explained? See Custom Dashboards & Client Portals.
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