Automated Scheduled Reporting and Alerting
Distribute reports on a scheduled basis and get notified when a condition has been triggered
Use Halo's automated reporting to email reports and dashboards to colleagues, customers or other stakeholders at a pre-determined time.
No more creating and emailing individual reports to your team or customer base every week – your recipients will gain access to the most critical and relevant views and dashboards to provide them with up-to-date information and insight at a time that you have determined. An easy to setup function designed to fulfill reporting requirements with minimal use of time and resources.
Your supply chain team could be set up to receive a report only if particular stock on hand reaches a critically low threshold, enabling a swift response that ensures stock replenishment and order fulfillment.
Your Sales Manager may receive a scheduled report as the result of an exceeded budget or a product’s selling price dropping below an acceptable level.
With the power of a built-in alerting component, Halo Scheduled Reporting can also be configured to distribute certain reports only when a specific pre-set condition within the data has been met.