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TeamShift

automated scheduled business reports

Reports that send themselves

The weekly report you rebuild by hand, assembled and sent without the scramble.

We handle

The work that gets done

  • Recurring report assembled from the right notes
  • Scheduled send to the people who need it
  • Exceptions and sensitive sections separated out

How we work

How TeamShift handles it

  1. Define the recurring report and delivery schedule
  2. Gather the numbers and notes it needs
  3. Send the report on schedule

Questions

Before you request it

Can reports be reviewed before sending?

Yes. Sensitive reports can be held for review before delivery.

Can this use finance data?

Yes. Finance summaries can be one source for scheduled reports.