Automated Report Generation

Gain flexibility in your reporting processes with report automation.

Watch this video to learn how to start automating your reports.

The use of spreadsheets and generating reports are cornerstones of your daily operations and integral activities to making strategic decisions—but generating effective reports can be a painful process for your team. Many core applications, like ERP Systems, General Ledgers, and EMR systems require manual intervention to compile reports.

AutoMate's report automation feature eliminates the need for manually generating reports, reducing the possibility of errors and freeing up your analysts to do what they do best: analyze the data. To customize automated report generation for your environment, you can use the following AutoMate Actions:

With these Actions, AutoMate helps you build a complete solution for automatic report compilation without writing a line of code.

Did You Know…

OpenDocument Automation
AutoMate intelligently processes and merges pieces of data from disparate sources to create a single ODF Spreadsheet, and then automatically emails that report to stakeholders.

With AutoMate, you can do much more with worksheets to manipulate data and automate reporting across your organization. Regardless of the data source (for example, Crystal Reports, SQL, an ERP system, or Web Services), AutoMate’s suite of drag-and-drop Actions can merge, process, and format the data to build an intelligent report, which can then be saved in OpenDocument format via the new ODS Action. AutoMate could then email the report to stakeholders, which further eliminates the need for manual intervention in the report generation and dissemination process.

Saving your spreadsheets in OpenDocument format, the new international standard for office documents, means that you can access your spreadsheets from any OpenDocument-compliant application, including:

  • Excel
  • Google Docs
  • OpenOffice
  • LibreOffice

View the checklist below to see the benefits of using the ODS Action from AutoMate. In addition, AutoMate provides easy-to-use time- and event-based scheduling so reports can be generated, compressed, encrypted, uploaded to SharePoint or an FTP site, emailed to management, and more.

The ODS Action from AutoMate gives you the following capabilities for automated reporting:

Feature Microsoft
Spreadsheet (ODS)
Open/Create Workbook Yes Yes
Close Workbook Yes Yes
Rename Worksheet No Yes
Move Worksheet No Yes
Copy Worksheet No Yes
Remove Worksheet No Yes
Hide/Unhide Worksheet No Yes
Search No Yes
List Worksheet(s) No Yes
Add Worksheet Yes Yes
Activate Worksheet Yes Yes
Get Active Worksheet Yes Yes
Insert Cell(s) No Yes
Delete Cell(s) No Yes
Add Hyperlink No Yes
Select Cell(s) Yes Yes
Get Selected Cell(s) Yes Yes
Get Cell(s) Yes Yes
Set Cell(s) Yes Yes
Encrypt No Yes
Decrypt No Yes
Insert Rows/Columns No Yes
Delete Rows/Columns No Yes
AutoFit Rows/Columns No Yes
Run Macro Yes No
Requires Excel Yes No
Runs in Background No Yes

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AutoMate trial will expire in 30 days. AutoMate BPA Server trial will expire in 60 days.

System Requirements

Windows Vista SP2, Windows Server 2008 SP2, Windows 7 SP1, Windows Server 2008 R2 SP1, Windows 8, Windows 8.1, Windows Server 2012, Windows Server 2012 R2, Windows 10
Minimum 2GHz Intel or AMD Processor, Recommended 3GHz multicore or faster
Minimum 4GB, Recommended 6GB or More
Available Disk Space:
Minimum 5G Free
1280x1024 resolution, 32 MB video RAM
.NET 4.5.1 Framework (included), Windows Installer 4.5 (included), Database Datastore (Oracle 10g or higher, MySQL 5.0 or higher, SQL Server 2005 or higher)(SQL Server Express 2008 R2 included) *AUTOMATE ENTERPRISE ONLY

Already a customer? Contact your rep for a personalized demo of this solution.

"There was no custom code to write or maintain. All tasks were pre-programmed in AutoMate and simply dragged and dropped into place, saving tens of thousands of dollars in custom development. In addition to eliminating nearly 90 hours of late-night work every week, AutoMate has enabled Stryker Latin America to achieve worry-free compliance with corporate reporting requirements by automating the task of monitoring activities such as file transfers." —Stryker

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