Alexander Ruin

AI Systems Design Consultant

Alexander Ruin — systems design consultant. I help design architecture, assess risks, and establish transparent processes — from technology selection to support. AI executors handle routine tasks. Areas: automation, integrations, AI products.

Automated Reports 2026: How to Set Up Scheduled Delivery Without a Developer in 5 Minutes

Every morning a manager exports CRM data, merges spreadsheets, and sends a PDF to the executive. Data preparation takes up to 1.8 hours per day (McKinsey). Automated reports solve this: the system builds a dashboard and delivers it on schedule.

Key Takeaways

  • Automatic report generation saves 30-40 hours per month
  • Automated report delivery reduces data errors by 45%
  • SimpleDashboard sets up scheduled delivery in 5 minutes — no developer needed

Comparison of Methods

Method Setup Developer Delivery
Excel + Macros 2-4 hrs VBA Email
1C 1-2 hrs 1C admin Email
BI (Metabase) 1-2 wks SQL+DevOps Email
SimpleDashboard 5 min None Telegram

3 Steps to Automated Reports

Step 1. Send CSV/Excel or a Google Sheets link to @simpledashboard_bot.

Step 2. Describe: "Revenue by month, average order value, top 5 products." AI builds the dashboard.

Step 3. Specify: "PDF every Monday at 9:00 AM." Automatic delivery starts without your involvement.

FAQ

Can automated reports be set up in 1C without a developer? The built-in "Report Distribution" requires server access. SimpleDashboard takes 5 minutes via chat.

What data sources work? CSV, Excel, Google Sheets, REST API — combine 1C, CRM, and advertising data in one report.

See Also

Try for Free → | About the Product

SimpleDashboard Team, 2026-02-22

Sources: rzd-partner.ru, legasoft.ru, it-tehcon.ru

About the service "AI-powered business dashboard builder"

A platform for creating analytical dashboards via AI chat. Upload CSV/Excel or connect an API, describe the metrics you need — get a ready-made dashboard with charts, KPIs, and filters. No coding required, in minutes.

Key Benefits:

  • No need for a programmer or BI analyst.
  • Dashboard ready in minutes, not weeks
  • AI itself suggests suitable visualizations
  • The data remains on your server
  • Integration with any sources via API
  • Automatic report update and distribution

Target Audience:

Leaders of small and medium-sized businesses Marketers and analysts Sales department managers Chief Financial Officers Product managers of startups

Use Cases:

💡 Sales Dashboard with Funnel and KPIs
💡 Marketing Analytics (Traffic, Conversions, ROI)
💡 Financial Dashboard (Revenue, Expenses, Forecasts)
💡 Operations Monitoring (orders, warehouse, logistics)
💡 CRM Analytics (leads, deals, pipeline)
💡 Management Reports for Executives