Automate the creation and distribution of reports and documents

The BPA Platform is designed to meet all your report and document automation requirements. It enables you to automate the creation and distribution of practically any internal or external report or document quickly and within budget.

Common reports and documents that are automated include:
  • Credit control letters
  • Renewal documents
  • WIP reports
  • Waste reports
  • Pick lists
  • Compliance documents
  • Stock reports
  • Sales reports
  • Welcome packs
  • Support ticket reports
  • Delivery notes
  • Budget reports
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Connectors for Report & Document Automation Solutions

Connectors for Report & Document Automation

Build Reports & Document Automation graphically

The Report & Document Automation capability automates the creation and distribution of internal or external reports or documents.

Learn more about Report & Document Automation connectors

Drag and drop scheduler

Automate the creation and distribution of reports and documents via a drag and drop scheduler or database event tools.

Automate reporting tools

Automate popular reporting tools such as Crystal Reports, SSRS (server and local mode) and reporting engines native to a business application.

Save and send

Ensure copies of all reports and documents are saved to both a network location or sent via email, FTP or print.
View Capability

Produce and distribute dynamic reports and documents

Flexible distribution

Distribution methods include email (SMTP), SMS, FTP, Save to network location(s) and print document.

Multiple formats

Report and document formats include MS Word, PDF, CSV, TXT, RTF and HTML.

Safe and secure

Triple layer of security included as standard, including encryption for all database passwords used.

Quick rollout

Everyday documents and reports can be automated in less than half a day.

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