How to automate reports using Dashboards

The traditional methods of report generation are often time-consuming and prone to errors. This is where the innovation of report automation and dashboard creation steps in. Let’s explore how to automate reports using dashboards to streamline processes and enhance accuracy and decision-making.

This article explores the journey from understanding report automation to using a tool like Sheetgo to create dynamic, insightful dashboards.

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What is report automation?

Report automation is the use of software to create reports without the need for manual data collection, analysis, and presentation. It uses technology to gather data from various sources, analyze it based on specific criteria, and generate reports periodically. 

Compared to manual report generation, which is time-consuming, error-prone, and inconsistent, report automation offers a reliable and efficient approach.

Automating reports takes time away from manual tasks and allows you to concentrate on what’s most important: analysis.

The role of dashboards in report automation

Dashboards play a pivotal role in this automation process, providing real-time data, trends, and analytics that are convenient and insightful. They serve as a centralized platform where data from various sources can be aggregated, analyzed, and visualized.

Here are key reasons why dashboards are a central part of report automation:

  • Real-time Data Visualization: They enable the visualization of data in real time, allowing everybody to observe trends, patterns, and anomalies as they happen. All of this makes it a great tool to spot problems early on and to make informed decisions.
  • Ease of Access: They offer a user-friendly interface that can be accessed by stakeholders at any time.
  • Customization and Flexibility: This ensures that the most relevant and important data is always front and center.

In essence, dashboards are not just tools for displaying data; they are comprehensive solutions that automate the reporting process. They make reports more accessible, insightful, and actionable for all interested parties.

Transform your data into actionable insights

How to create a dashboard in Google Sheets

You can use Google Sheets to generate a dashboard, this allows you to visualize your data through charts.

Let’s go over an example for a marketing campaign. We will not be going into a lot of detail of how to create each graph, but the video below covers it.

These are some of the charts and graphs you might include in your dashboard:

  • Cost per lead over time This graph will give you a transparent overview of whether the cost per lead is improving or getting worse.
  1. Number of leads generated – This chart will inform you if lead generation is on track or if it is a bottleneck.
  2. Leads by age group – This chart will give you a general idea of how age is represented across your leads. This information could be leveraged to target specific age groups when looking for leads.
  3. Cost per lead by age group – Again this is key information to make informed decisions on which age group to focus on.

This is what this dashboard looks like.

automate reports using dashboards 1

For detailed instructions including tips on how to further customize and optimize your dashboard, watch the full video.

How to create a dashboard in Google Sheets

Google Sheets dashboards can be great but they have drawbacks. They usually don’t look good, they are not interactive and are not mobile friendly. All of these reasons make them less than ideal for everyday work.

For a step-by-step guide check out How to create a dashboard in Google Sheets.

How to automate reports with Sheetgo

Use Sheetgo to transform your Google Sheets data into mobile-friendly dashboards that can be shared easily via email.

Here’s a simplified guide on how to automate reports using Sheetgo:

    1. Create a workflow
      1. Select New workflow
      2. Choose Create connection
      3. Select the source that contains the data you want in your dashboard
      4. Apply a data processor filter, merge or split your data.
      5. Select a destination for the data. Here you can choose to export a PDF or send an email.
      6. Click Finish.
    2. Create a dashboard
      1. Create dashboard to organize the charts and graphs from your data.
      2. Select existing charts in your spreadsheet to include them.
      3. Share the dashboard by email or download it as a PDF.

This is what the same dashboard would look like on Sheetgo.

automate reports using dashboards 2

This streamlined approach to report automation using Sheetgo enhances report accessibility and presentation, making them more effective and appealing for stakeholders.

For additional details and tips, check out the full video tutorial.

How to create a dashboard using Sheetgo

Benefits of Sheetgo dashboards for automatic report generation

Sheetgo dashboards offer significant advantages for automatic report generation:

  • Access to live data
  • Save time through automation
  • Share insightful dashboards

Sheetgo dashboards simplify complex data visualization tasks. They enable you to automate report generation and distribute important information to all stakeholders. But that’s not all, they also look great on any device and can be easily downloaded as PDFs.

Check out the benefits and features of Sheetgo dashboards.

Conclusion and Next Steps

The evolution from manual to automated reports is a leap towards operational efficiency and strategic insight. Within this context, dashboards play a central role.

As demonstrated, tools like Google Sheets are good platforms for dashboard creation. Even still, Sheetgo elevates the process by introducing mobile-friendly dashboards that are easy to share.

For some extra help getting started discover the Best finance dashboard templates in 2024.

Ready to streamline your spreadsheet data?

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