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Automate a weekly KPI report

Rahoto is automated recurring reporting software: connect your KPI sources once, design the report once, and set a weekly schedule, and every week Rahoto refreshes the data, rebuilds the pages and delivers them by email, Slack, Teams or a live link. Before each issue goes out it checks the text against the data and waits for you if something material changed.

A weekly KPI report is the same page with new numbers. Rahoto keeps the page and moves the numbers.

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  • Weekly schedule
  • Live figures in sentences
  • “Data as of” on the page
  • Review when it matters

How it works

Five steps to a weekly KPI report that sends itself

  1. Connect the sources Pick each KPI source from the catalogue of 73 data sources: warehouses, databases, SaaS tools, files and documents. Connections are read-only by default.
  2. Design the page once Lay out the KPIs, charts and commentary, and apply your fonts, colours and logo as a brand kit in one step.
  3. Bind the figures Bind each chart and figure to its dataset. A number in a sentence can be live, so the words stay true when the data changes.
  4. Set the weekly schedule Choose a cron trigger, such as Mondays at 08:00, and the time zone. Set the cadence once; Rahoto refreshes, rebuilds and delivers.
  5. Choose who gets it Pick the channels and recipients, or an edition per audience, each with its own data and recipients.

Before it goes out

Checked every week, not only the first

  • Words against numbers

    Before each scheduled issue, Rahoto checks the text against the data. If something material changed, the run waits for your review.

  • Preflight

    Preflight checks every page before it goes out. It advises; it never blocks your download or share.

  • Schema drift

    When a source renames or drops a column, Rahoto tells you what moved and helps you remap it.

  • Retries

    A failed delivery is retried automatically, and you are told if it still doesn’t go out.

How scheduled delivery works · Browse the data connectors · Plans and schedule limits

Where it lands

The weekly issue, where the team already reads

  • Channels

    Email, Slack, Teams, a web link or embed, webhook, S3, Google Drive and SFTP.

  • Formats

    PDF, PowerPoint, PNG and a live web link.

  • A link that stays current

    The link opens the live report, kept up to date on your schedule; the PDF is that issue, exactly.

  • Questions after it lands

    Readers can ask the published report questions and get answers computed from the data published with it.

Sending reports to Slack, Teams and email

Limits

What to know before you rely on it

  • Refresh applies to datasets set to refresh on publish. It does not query every source live on every run.
  • How often a schedule may run is bounded by your plan; a schedule that runs more often than the plan allows is flagged.
  • Seven of the eight delivery channels need a paid plan; the web link is on every plan.
  • The text check is not a guarantee that a statement is true, and web-link-only runs skip the narrative refresh.
  • Reader questions work on reports whose charts are ready for questions, not on every report.
  • Delivery is tried up to three times and is not exactly-once.

Questions people ask

Can Rahoto send a KPI report every Monday morning?

Yes. Set a schedule once, for example a cron trigger for Mondays at 08:00 in your time zone, and on each run Rahoto refreshes the data, rebuilds the pages and delivers them to the people and channels you chose.

Do the numbers in the commentary update too?

They can. A number in a sentence can be live, so the words stay true when the data changes. Before each scheduled issue, Rahoto also checks the text against the data, and if something material changed, the run waits for your review.

Where can the weekly report be delivered?

Email, Slack, Teams, a web link or embed, webhook, S3, Google Drive and SFTP. The web link is on every plan; the other seven channels come with every paid plan. PDF, PowerPoint and PNG travel on any of them.

Can each team get its own version of the KPI report?

Yes. One composition, an edition per audience, each with its own data and recipients.

Is every source queried live on every weekly run?

No. Rahoto refreshes the datasets that are set to refresh on publish, then rebuilds the pages and delivers them. Show “data as of” on the page and it is filled in on every run.

Bring the KPI report you rebuild every week

Connect its sources, design it once and set the schedule. Start with a 14-day Starter trial, no credit card.

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