📧 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.

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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

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.

Set a delivery schedule

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

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.

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

"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

Amazon FBA Analytics Shopify Revenue Dashboard eCommerce Reporting Text to SQL eCommerce Alerts

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