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Automated Reporting Pipeline
An end-to-end automated reporting solution that transforms manual, error-prone reporting processes into reliable, scheduled data pipelines with built-in quality checks and distribution.
3 months
Insurance Industry
Power AutomatePower BISQLSharePointExcel
Automated Reporting Pipeline
Client Context
Finance and operations teams generating 50+ recurring reports monthly for internal and regulatory requirements.
The Problem
Teams were spending significant time on repetitive report generation, leading to delayed insights and frequent errors in manual data compilation.
Pain Points
- Analysts spending 40% of time on report generation vs analysis
- Frequent errors in manual copy-paste processes
- Inconsistent report delivery times affecting planning meetings
- No audit trail for data used in reports
- Version control issues with multiple report copies circulating
Constraints
- Reports must maintain exact formatting required by regulators
- Some reports require human review before distribution
- Integration with existing email and SharePoint infrastructure
- Gradual rollout to minimize disruption
The Solution
Built a modular automation framework using Power Automate integrated with Power BI and SQL, with approval workflows for reports requiring human review.
Implementation
- Mapped all recurring reports and their data sources
- Created standardized report templates with dynamic data binding
- Built Power Automate flows for data extraction, transformation, and distribution
- Implemented approval workflows for regulatory reports
- Developed monitoring dashboard for pipeline health
Key Features
- Scheduled report generation with configurable frequency
- Automatic email distribution with formatted attachments
- Data quality validation before report generation
- Version-controlled report archive on SharePoint
- Self-service report scheduling for power users
The Impact
2,400+
Hours saved annually across teams
98%
Reduction in reporting errors
50+
Reports automated
100%
On-time delivery rate (from 75%)
"I used to spend every Monday morning generating reports. Now I spend that time actually analyzing the data and providing insights."
Senior Financial Analyst|End User
Before
Manual generation, 40% time on reports, frequent errors, delays
After
Fully automated, time redirected to analysis, error-free, consistent delivery