Automate

 

Save time and increase operational efficiency by automating your regular reports. Our Automate product ensures the right reports are sent to the right people at the right time.

 

Save time

  • Automate the Excel templates that you use the most

  • Reports are prepared overnight so they are ready as soon as you log in each day

  • Look at exactly the same report each time to ensure consistency of reporting

 

Flexibility that suits you

  • Distribute the report via email, email a link to the report or save the report to a folder location without a notification - the choice is yours

  • Set up different versions of the same report for different frequencies or different site, email or membership groups

  • Select fixed or dynamic date ranges to suit your requirements e.g. only show new members that joined last month

  • Assign individual users to a specific site or group of sites, so they only receive the information they need

 

Right data to the right people

  • Filter the data to show only information relevant to a specific set of users, minimising the amount of data you send out

  • Ensure compliance with data protection rules

  • Automatically archive reports by storing a snapshot of your chosen report on a given date or regularity

  • Lock down those reports that are tested and signed off, so no one can accidentally amend the settings

 

And don't worry - Cascade3d remotely monitors the production of reports to ensure we are able to act as quickly as possible if you need any help.

 

Find out more

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