If your weekly or monthly reports are built by hand from Microsoft 365 data, they do not need to be. We automate the generation and distribution of your reports using Power Automate, so they land in the right inbox, on schedule, every time.
You know what information the report needs. You know where the data lives. But someone still has to open five spreadsheets, copy numbers across, format the table, check the formulas, and send the email. Every week. Every month. Without fail.
Data sources identified
We map the data your report needs: Excel files, SharePoint lists, Dynamics 365, Teams channels, or any other Microsoft 365 source.
Power Automate flow built
We build a scheduled Power Automate flow that gathers the data, runs the calculations, and populates your report template automatically.
Report generated in your format
The report is produced in your existing Excel template, as a PDF, as a formatted HTML email, or via Power BI, whichever is most useful for your stakeholders.
Distributed to the right people automatically
The right version goes to the right people, different reports to different teams, alerts when a KPI falls below a threshold, and a record of every distribution kept automatically.
If your report uses Microsoft 365 data, it can almost certainly be automated. Here are the types of reports we build most frequently for UK small businesses.
A management report built manually from five Microsoft 365 sources (a common setup) typically takes two to three hours per cycle. Once automated, it takes zero minutes of human time and arrives in stakeholders’ inboxes before they’ve had their morning coffee.
Most regular reports built on Microsoft 365 data can be automated: weekly sales summaries, monthly financial reports, project status updates, stock or inventory reports, HR metrics, KPI dashboards, and any report that pulls from Excel, SharePoint, Dynamics 365, Teams, or other Microsoft tools.
Most Microsoft 365 Business subscriptions include Power Automate at a level that supports this kind of automation. We will confirm compatibility during the free assessment and flag anything you might need to add or upgrade, typically at no extra cost.
Yes. We can set up distribution lists, send different versions to different stakeholders, and include conditional logic, for example, sending an alert only when a KPI falls below a threshold rather than every week.
All automation runs within your own Microsoft 365 environment and tenant. Your data does not leave Microsoft’s infrastructure. We do not have access to your business data at any point during or after the build.
Yes. Reports can be generated in your existing Excel templates, exported as PDF, formatted as an HTML email, or displayed in a Power BI dashboard. We work with whatever format is most useful for the people receiving it.
Show us the reports you currently build by hand and we will tell you exactly which ones can be automated and how much time it will save. No sales pitch. No obligation. Fixed price before we start.