Automate the creation and distribution of reports and documents


BPA Report & Document AutomationThe BPA Platform is designed to meet all your report and document automation requirements. It enables you to automate the creation and distribution of practically any internal or external report or document quickly and within budget.
 
  Common reports and documents that are automated include:  
     
  • Credit control letters
  • Renewal documents
  • WIP reports
  • Waste reports
  • Pick lists
  • Compliance documents
  • Stock reports
  • Sales reports
  • Welcome packs
  • Support ticket reports
  • Delivery notes
  • Budget reports
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5 easy steps to building Report & Document Automation processes

1. Specify event to start process

2. Select data to send

3. Select reporting engine

4. Choose delivery method

5. Test and go live

data Integration step 1 data Integration step 2 reports step 3 notifications step 4 data Integration step 5

 

Build Reports & Document Automation graphically


Report & Document Automation automates the creation and distribution of internal or external reports or documents.

         
Drag and drop scheduler
 
Automate reporting tools
 
Save and send
Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.   Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.   Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.

 

Produce and distribute dynamic reports and documents


 
  Flexible distribution
Distribution methods include email (SMTP), SMS, FTP, Save to network location(s) and print document.
 
  Multiple formats
Report and document formats include MS Word, PDF, CSV, TXT, RTF and HTML.
 
  Safe and secure
Triple layer of security included as standard, including encryption for all database passwords used.
 
  Quick rollout
Everyday documents and reports can be automated in less than half a day.