The reality of report distribution today
Stakeholders want their reports. But getting them there is a weekly chore: The typical experience:
Manually refreshing dashboards before export
Exporting to PDF/Excel and reformatting for email
Different stakeholders need different filters or views
Sending the same reports every week, month, quarter
No idea if anyone actually opens them
Requests for 'just one more report' pile up
How this flow looks in Triform
On a schedule you define, Triform refreshes your BI dashboards, exports them in the right format, applies filters for each recipient, and delivers via their preferred channel. You get visibility into who opened what and when.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Reporting on autopilot
Every report delivered on time, to the right person, in the right format — without anyone manually running exports and sends. This means:
- BI team focuses on analysis, not distribution
- Stakeholders get consistent, reliable reports
- Visibility into report engagement
From manual sends to automated delivery
Connect your BI tool (Looker, Tableau, Power BI)
Define report schedules and recipient lists
Set up personalization rules and filters
Configure delivery channels and tracking