Generate a polished PDF
Select any saved template and download a portrait-ready PDF.
Generate a structured Excel file
Download an .xlsx version of the template with matched layout, styling, and merge settings.
Email Reports
Send the next pending report to your distribution list. We'll attach a freshly generated PDF and update delivery tracking automatically.
Recipient list
Delivery controls
Select a template to load the next pending record.
Email Excel Reports
Send the next pending report as an Excel workbook to your distribution list. We'll attach a freshly generated spreadsheet and update delivery tracking automatically.
Recipient list
Delivery controls
Select a template to load the next pending record.
Admin Tools
Control automation preferences for background processes.
Report Script
Enable the automated reporting Python script that delivers scheduled updates.
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