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Daily Report Generation & Distribution

Automatically collect data from various platforms, generate daily reports, and schedule delivery to team members with customizable templates

40 minutes
1.2k downloads
167 likes
by n8n Community
ReportsTeamScheduled Tasks
Updated 3 days ago

Supported Report Types

Executive Dashboard

High-level KPIs and business metrics

Daily/Weekly

Marketing Performance

Campaign metrics and ROI analysis

Daily

Sales Report

Revenue, leads, and conversion metrics

Daily/Weekly

Website Analytics

Traffic, engagement, and conversion data

Daily

Social Media Summary

Engagement, reach, and growth metrics

Daily/Weekly

Project Status Report

Task completion and team productivity

Daily/Weekly

Supported Data Sources

Analytics Platforms

Google AnalyticsAdobe AnalyticsMixpanelAmplitudeHotjar

Marketing Tools

Google AdsFacebook AdsLinkedIn AdsMailchimpHubSpot

Sales & CRM

SalesforcePipedriveHubSpot CRMZoho CRMMonday.com

Social Media

Twitter APIFacebook InsightsLinkedIn AnalyticsInstagram APIYouTube Analytics

Financial Data

StripePayPalQuickBooksXeroFreshBooks

Project Management

JiraTrelloAsanaNotionClickUp

Requirements

Access to data sources (APIs, databases, files)
Email service provider for distribution
Team communication tools (Slack, Teams)
n8n instance (cloud or self-hosted)
Report template design skills
Understanding of data analysis concepts
Cloud storage for report archiving

Key Features

Multi-source data aggregation
Automated KPI calculations
Customizable report templates
Multiple output formats (PDF, HTML, Excel)
Scheduled report delivery
Team-specific personalization
Interactive data visualizations
Trend analysis and insights
Report archiving system
Delivery tracking and confirmations
Error handling and notifications
Performance monitoring

Implementation Steps

1

Data Source Integration

Connect to multiple data sources and APIs

15 minutes
  • Set up API connections to analytics platforms
  • Configure database queries for internal metrics
  • Connect to social media and marketing platforms
  • Set up file system and cloud storage integrations
  • Add data validation and error handling
  • Test all data source connections
2

Data Processing & Analysis

Process and analyze collected data

12 minutes
  • Implement data transformation and cleaning logic
  • Calculate key performance indicators (KPIs)
  • Generate trend analysis and comparisons
  • Create data visualizations and charts
  • Add statistical analysis and insights
  • Format data for report templates
3

Report Generation & Distribution

Create reports and distribute to stakeholders

13 minutes
  • Design customizable report templates
  • Generate PDF and HTML report formats
  • Set up email distribution lists and personalization
  • Configure Slack and Teams notifications
  • Implement scheduled delivery system
  • Add report archiving and version control
  • Set up delivery confirmation tracking

Sample Delivery Schedule

Report TypeFrequencyDelivery TimeRecipients
Executive DashboardDaily8:00 AMC-Level, Directors
Marketing PerformanceDaily9:00 AMMarketing Team
Sales ReportDaily8:30 AMSales Team, Managers
Website AnalyticsDaily10:00 AMDigital Team

📊 Automate Your Team Reporting Today!

Download the template and start generating automated daily reports for your team!