Did you know you can automatically send reports to yourself or your team?

In many companies, IDS reports are generated manually; an administrator logs into the system, selects the date range, sets filters, and exports the files. This process takes time and increases the risk of errors. The solution to this issue is the Report Tasks module.

What is the Report Tasks module?

The Report Tasks module in IDS significantly improves the convenience of using the system and enhances data quality. Thanks to it, companies can be sure that reports are generated regularly, in the correct format, and delivered exactly where they’re needed – to accounting, controlling departments, or management.

Report automation enables you to schedule recurring report deliveries from IDS, such as a weekly transaction report delivered every Friday at 10:00 AM. Once configured, the schedule runs completely automatically.

Reports can be sent:

• directly to an email address,
  
• to an FTP/SFTP server, where they are delivered to the appropriate departments.
  

This ensures that people responsible for accounting, cost control, or usage analysis always have access to up-to-date and complete data – without needing to generate them from the system manually.

Why should you automate reports?

Manual report generation has several downsides – it takes time, burdens administrators, and increases the risk of mistakes. Automation eliminates these problems, improving efficiency and data consistency.

Top business benefits:

• Time savings – the setup is done once, and then the reports are delivered automatically.
  
• Fewer errors – no manual work means fewer mistakes and no risk of missing data.
  
• Consistent data quality – all reports are generated with the same format and filters.
  
• Reliable delivery – reports always arrive on time, e.g., to the accounting department.
  

Example use case

Imagine a large factory that receives a monthly invoice from its workwear supplier. Previously, the accounting department had to manually generate IDS reports, selecting the correct dates and exporting the data. After implementing report automation, the system automatically prepares the transaction summary and sends it to accounting on the last day of the month at 8:00 AM.

The result?

The accounting team always has complete data on time and can issue invoices immediately – no delays, no manual work.

Additional automation options

Reports can be generated in various formats – such as CSV, XLSX, or XLS – depending on how your team uses them. Schedules can be tailored to your needs: daily, weekly, or even multiple times a day. This supports not only invoicing but also real-time cost control, usage analysis, and operational monitoring.

Automation is also useful in larger capital groups – reports can be sent to several departments simultaneously, eliminating the need for internal forwarding and speeding up information flow within the organization.

Want to learn how to configure automatic reporting in your IDS?

Get in touch with our technical team – we’ll help tailor the reports to your needs.