From one template to thousands of reports — generated, filtered, and delivered automatically.
Replace fragile scripts, outgrown report bursting tools, and manual processes with a platform built for report production at scale.
Scenarios
Every reporting workflow, one platform
Distribute filtered reports to different recipients
Your team produces a report, then manually splits it — by region, by client, by department — and emails each piece to the right person. This is what legacy tools call report bursting. ConnectReport does it automatically: one template, dynamic filters, personalized delivery.
Generate reports in bulk to a shared destination
You need the same report produced for every entity — 50 regions, 200 clients, 12 months — and dropped into a folder structure. ConnectReport loops through your data and delivers each version to OneDrive, email, or both.
Produce compliance or regulatory reports on schedule
Certain reports need to be generated on a strict cadence and filed. No distribution needed — just reliable, auditable production. ConnectReport schedules, generates, and archives with full execution history.
Personalize every detail per recipient
Each recipient gets a different report title, email subject, email body, and delivery destination — all driven by a data table. No manual customization, no per-recipient scripts.
How It Works
Built for every reporting pattern
Design templates in the Excel add-in, or let AI configure them through natural language — then automate everything below.
Three ways to structure report output
Choose how output is organized based on your reporting needs.
- Workbook loops — generate a separate file per entity (e.g., one Excel file per client)
- Worksheet loops — generate a separate sheet per entity (e.g., one sheet per region in a single workbook)
- Area loops — repeat a section within a single worksheet (e.g., a table per department on one sheet)
Nested loops supported — loop within a loop for multi-dimensional reports.
Split output by any dimension in your data
Single-field or multi-field filtering. Each unique combination generates a separate filtered report. Exclusion rules let you skip values you don't need.
A data table drives who gets what
Map columns to email address, email subject, email body, OneDrive folder, tags, and group sharing. A boolean column controls send/don't-send per row for conditional delivery.
Run once or on any recurring cadence
Run immediately, schedule for a specific date, or set a recurring cadence: daily, weekly, monthly, annually. Interval multipliers (every 2 weeks, every 3 months) with start and end dates.
Email, OneDrive, or both
Email with full personalization — subject, body, and recipients driven by your data. OneDrive folder delivery. Group-based and individual sharing. All configurable per report task.
Full execution history for every report task
Every report task tracks execution status: running, success, failure, partial failure. See next-run timing and monitor your entire reporting operation from one dashboard.
Full Coverage
Full-featured report automation, built to be manageable
| Capability | How ConnectReport handles it |
|---|---|
| Filter-based report splitting | Pick a dimension in your data. ConnectReport generates a filtered version of your report for every value — regions, clients, departments, whatever your data contains. This is report bursting at its core. Add exclusion rules to skip values you don’t need. |
| Per-recipient delivery | Point to a table with email addresses and ConnectReport handles the rest. Each person gets their slice. No distribution list maintenance, no manual sends. |
| Multiple output structures | Choose how output is structured: sections repeating on one sheet, a separate sheet per entity, or a separate workbook per entity. Nest levels for multi-dimensional breakdowns like region → store → department. |
| Recurring schedules | Set a cadence and walk away. Daily, weekly, every two months, annually — with start and end dates. ConnectReport runs it on time, every time. |
| Multi-source data | A single report template can pull from Snowflake, BigQuery, Power BI, Qlik, Databricks, and others. No stitching outputs together after the fact. |
| Formatted Excel output | Reports come out as real Excel files — multi-sheet layouts, preserved formatting, groupings, professional quality. Not flattened data dumps or PDF screenshots. |
| Email delivery with customization | Subject line, body text, and send/don’t-send logic can all come from your data. Each recipient can get a different email without any manual work. |
| File-based delivery | Drop generated reports into OneDrive folders, share with groups, or deliver to individuals — configured once, runs automatically. |
| Execution visibility | See what’s running, what succeeded, what failed, and when the next run happens. Across every report task, in one place. |
| No-code configuration | The people who understand the report — finance, ops, analytics — build and update templates directly in Excel. No tickets, no dev cycles. |
| Conditional logic | A flag in your data controls whether a report is sent or skipped for each recipient. Exclusion rules filter out specific values from any dimension. |
| Audit trail | Every execution is logged with full history. Pair this with SOC 2 Type II compliance and role-based access control for enterprise governance. |
See how ConnectReport automates your reporting workflow
SOC 2 Type II · ISO 27001 · SSO · On-premise or cloud