Hello everyone, we have a requirement for Report scheduling and automation which means we need to schedule a custom report to run on a weekly basis. Currently, we have 65 plus subsidiaries, the finance team runs a report for each subsidiary and it is taking a lot of manual hours to run and get the data in excel format. I would like to find out if there a way to automate this manual process. I know we can create the same report for each subsidiary and use the report schedule function, but I will need to spend a good amount of time to create those reports, hence looking for some workarounds or suggestions from you. Please share any thoughts on this. Thanks in advance.

I'm not a salesperson truly. Celigo has an integration that could work. Create the reports and push refresh is how I understand it works.

@NK are these reports or saved searches? If reports can you reconstruct them as saved searches? If yes then Celigo’s CloudExtend Excel Analytics can solve your problem.