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
- Define the recurring report and delivery schedule
- Gather the numbers and notes it needs
- 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.