📧 For Business owners and team leads

The report your team needs, delivered before they ask for it

Build any report in Taptic, set a delivery schedule, and it arrives in your team's inbox as a polished PDF — without anyone compiling it manually. Never send a manual report again.

Get Started Free — $29.99/moTry the Live Demo

What you'll track

The metrics that matter for Automated Report Emails

Scheduled PDF delivery
Daily, weekly, monthly, or custom — reports arrive in inboxes exactly when your team expects them
Auto-refreshed data
Every scheduled report re-queries your live data before sending — no stale numbers, no manual refresh
Multiple recipients
Send to your whole team, just executives, or different reports to different people — per-report recipient lists
Full canvas layout
KPIs, charts, tables, and text — all rendered into a clean PDF exactly as you laid it out in the canvas editor
Any data source
Amazon, Shopify, SQL Server, Snowflake, QuickBooks — any connected source can feed a scheduled report
Zero maintenance
Schema changes, data refreshes, and delivery all run automatically. You build it once, it runs forever.

How it works

Up and running in under 15 minutes

01

Build your report in the canvas editor

Drag KPIs, charts, and tables onto a grid. Customize colors, layout, and title. Your report looks exactly how you want it.

02

Set a delivery schedule

Choose daily, weekly, monthly, or a custom cadence. Pick the time and day. Enter recipient email addresses.

03

Data refreshes automatically before each send

Before every scheduled delivery, Taptic re-runs all the queries in your report against your current data. The PDF is always current.

04

Report arrives as a polished PDF

Recipients get an email with your report attached as a PDF — no login required, no dashboard to navigate. Just the numbers they need.

Example questions

Ask these in plain English — get trusted SQL answers

All of these questions relate to automated report emails and are answered by Taptic's schema-aware AI against your real data. For the underlying SQL, see monthly revenue trend and shopify revenue by month.

"Send my Amazon weekly performance summary every Monday at 8am"
"Email my Shopify monthly revenue report to the exec team on the 1st"
"Deliver a daily orders digest to my operations team at 7am"
"Send a quarterly P&L summary from QuickBooks to my accountant"
"Email FBA inventory status to my supply chain team every Wednesday"

Data sources

This use case works with:

All connectors

Related use cases

How to use Taptic for amazon fba analyticsHow to use Taptic for shopify revenue dashboardHow to use Taptic for ecommerce reportingHow to use Taptic for text to sqlHow to use Taptic for ecommerce alerts

Query examples

These SQL queries all relate to analyzing your data for automated report emails:

SQL query example for automated report emails: monthly revenue trendSQL query example for automated report emails: shopify revenue by monthSQL query example for automated report emails: amazon revenue by month

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FAQ

Common questions about Automated Report Emails

How does Taptic Data help with Automated Report Emails?
Build any report in Taptic, set a delivery schedule, and it arrives in your team's inbox as a polished PDF — without anyone compiling it manually. Never send a manual report again.
What data sources work with Automated Report Emails?
Taptic Data supports the following connectors for this use case: All connectors.
How quickly can I get started?
Connect your data source in one click. Taptic imports your data and seeds premade reports — most users are up and running in under 15 minutes with no setup required.
What does it cost?
Taptic Data starts at $29.99/month. This includes all connectors for this use case, unlimited AI queries, premade reports, alerts, and scheduled email delivery. No setup fees, cancel any time.
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Ready to get started?

Connect your data source, get 10 premade reports, set alerts on any metric. Everything included at $29.99/mo.

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