Automating Periodic Reports and Sending Them
Preparing, refreshing and sending periodic reports to their recipients on schedule, automatically.
Course contents
- 1Identifying recurring reports
- 2Connecting them to data sources
- 3Scheduled refresh
- 4Automatic sending to recipients
- 5Monitoring for errors
- 6Building a small program with AI assistants that produces periodic reports from the accounting database
What you gain from the course
You can have your periodic reports reach their recipients on time without your involvement.
Other courses in the same track
Automation and systems
Robotic Process Automation (RPA) for Accounting
Identifying repetitive tasks suited to automation and building a software robot to carry them out.
Building a Smart Accounting Assistant for Your Business
Setting up an assistant that answers the team’s questions from the business’s policies, chart of accounts and procedures.
AI in ERP Systems and Accounting Software
The AI features built into accounting systems, and how to switch them on and use them.
Connecting E-Invoicing to Smart Analysis Tools
Pulling e-invoice data and analysing sales, purchases and tax from it.