Scheduled reports software

Report scheduling software that ends checking dashboards manually

Redefine is report scheduling software that delivers scheduled reports and automated alerts across every commerce, ops, and data module in one place. Your team gets the right numbers before they even open a browser.

120+ projects completed80+ brands served
Analytics team reviewing a scheduled report dashboard on a large monitor
120+
projects completed
80+
brands served
Every module
one alert layer
The problem with manual reporting

Your data exists. Your team just finds it too late.

Most commerce teams have data. What they lack is automated delivery. Reports get built once, forgotten for weeks, and pulled again only after something goes wrong.

Before Redefine
  • Analysts open five separate tools each morning to piece together one operational view
  • Threshold breaches go unnoticed for days because no one has set up an automated alert
  • Monday morning report prep consumes two hours of analyst time that could go to analysis
  • Executives receive outdated snapshots because export pipelines are manual and fragile
  • Each report is rebuilt from scratch every week because there is no reusable schedule library
With Redefine
  • Reports are built once and delivered on schedule to every stakeholder automatically
  • Threshold alerts fire the moment inventory, revenue, or service level agreement targets breach a set level
  • Monday mornings start with reports already in inboxes, not with analysts pulling data
  • Executives receive live data exports on a cadence they set, from the exact modules they need
  • A reusable schedule library means new reports go live in minutes, not hours
Operations manager surrounded by multiple spreadsheet tabs, manually assembling a weekly report
Onboarding process

Scheduled reporting software live, from first config to delivery, in 5 days

Your first scheduled report is live within one working week. After that, this scheduled reporting software feeds your schedule library from every module automatically.

1
Day 1
Data source audit
Map every module feeding reports: commerce, order management, product information management, and marketplace
2
Day 2
Schedule library setup
Define cadences, recipients, and format per report type in the schedule builder
3
Day 3
Alert threshold configuration
Set inventory, revenue, and service level agreement thresholds. Map alerts to Slack, email, or webhook
4
Day 4
Recipient and permission mapping
Assign report access by role. Executives get summary views; ops teams get full detail
5
Day 5
First delivery and quality assurance sign-off
Reports land in inboxes on the configured cadence. Your team confirms data accuracy and go-live
Data Source Audit · Redefine Analytics
Connected modules
Commerce & Orders
Connected
Order Management & Fulfillment
Connected
Product Information & Product Data
Mapping
Marketplace Channels
In Progress
Estimated reportable fields
347 fields
across 4 modules
Key capabilities

Report automation software for every format, cadence, and channel your team needs

From daily order digests to monthly executive packs, this report automation software handles it without analyst effort.

Scheduled report delivered to executive inbox as a PDF attachment

Automated email delivery

Schedule any report to land in specific inboxes at any cadence: daily, weekly, monthly, or custom. Recipients receive the report without logging in.

CSVExcelPDFInline email

Automated alerts software

Set numeric thresholds on any key performance indicator. When the value crosses the line, alerts fire to Slack, email, or a webhook. No polling needed.

SKU-00413 stock below threshold · just now

Custom report builder

Drag and drop fields from any module. Save as a reusable template. Combine commerce, order management, and product information data in one report without writing queries.

Real-time data refresh

Live dashboard data refreshes continuously. This report automation software always pulls the freshest data at delivery time, not a stale cached snapshot.

Business intelligence tool integration

Connect Tableau, Power BI, or Looker directly to the Redefine data layer. Your business intelligence team uses their existing tools on live commerce data. No data warehouse migration required.

Tableau
Power BI
Looker

Role-based report access

Executives get summary packs. Ops teams get full-row exports. Finance gets margin detail. Each role sees exactly what it needs, nothing extra.

Client results

Reporting that drives $70M in revenue decisions

Operations team reviewing a Power BI dashboard on a large screen in a warehouse office
Company
Half Price Drapes
Home decor retail
What they do
A national home decor retailer managing inventory, orders, and customer data across multiple sales channels.
The problem
Data was scattered across enterprise resource planning, ecommerce, and marketing tools. Leadership could not get a unified operational view without manual weekly exports and fragmented spreadsheets.
Solution
Microsoft Power BI was integrated with the custom commerce platform and Dynamics 365 enterprise resource planning to centralize inventory, order, and customer data into real-time dashboards and automated scheduled reports. The team switched from manual weekly exports to automated reporting software on a fixed delivery schedule.
Result
$0M+
Annual revenue
0%
Automated reporting
Zero
Manual export hours per week

Integrated analytics improved operational efficiency and decision-making through real-time insights. Inventory management and customer experience improved across all sales channels.

Why Redefine

Most analytics tools report within one module. Redefine reports across all of them.

Single-module reporting is siloed by product area. You get one dashboard for commerce key performance indicators, another for inventory, and a third for marketplace performance. Redefine is scheduled reporting software that combines all in one delivery.

Redefine
Redefine Scheduled Reports
  • Cross-module reports: commerce, order management, product information management, and marketplace in one scheduled delivery
  • No-code alert setup: threshold, channel, and recipient configured in one user interface
  • Native context: order management fulfillment data and product information data included in every commerce report
  • One platform, one login, one schedule library for every report across the business
What that means for your team
  • Analysts spend time on insight, not on pulling data from disconnected tools
  • Operations teams catch stock, service level agreement, and revenue issues before they escalate
  • Executives receive a complete picture every week, not a patchwork of three separate exports
Best-fit use cases

Who gets the most from scheduled reports

Operations teams

Daily digests that replace the morning dashboard ritual

Operations managers receive order status, fulfillment service level agreement, and inventory level reports before 7 in the morning. Automated alerts software surfaces exceptions on its own. No browser required before the stand-up.

  • Service level agreement breach alerts before escalation
  • Fulfillment and carrier performance daily
  • Low stock alerts before out-of-stock events
Operations manager checking an automated inventory alert notification on a mobile device
Executive reviewing a monthly scheduled PDF report on a tablet, showing revenue performance charts
Executive leadership

Monthly executive packs that land before the board meeting

A single PDF lands in every executive inbox on the first of the month. Revenue, margin, and program performance across every channel. No analyst prep time.

  • Cross-channel key performance indicator summary in one view
  • Automated delivery, zero analyst hours
  • PDF and inline email format options
Integrations

Automated reporting software that pulls from every module you already use

This automated reporting software connects natively to the full Redefine platform. Add business intelligence tools, Slack, or webhook endpoints as additional delivery channels.

Commerce module

Orders, revenue, conversion, and customer data. The native source for all commerce reports.

Explore
Tableau, Power BI, Looker

Connect your business intelligence tool directly to the Redefine data layer. Live queries, no warehouse required.

See Dashboards
Slack and email

Automated alerts software fires to Slack channels or inboxes the moment a threshold is crossed. No manual monitoring needed.

Commerce Reporting
Webhook endpoints

Send alert payloads to any internal system, enterprise resource planning, or operations tool via standard webhook. No middleware required.

Analytics Hub
Platform architecture

One data layer. Every module feeds it.

This report scheduling software reads scheduled reports and alerts from the same live data layer as your dashboards. No separate extract-transform-load pipeline. No stale warehouse. Data is always current at delivery time.

Live data layer

Commerce, order management, product information management, and marketplace data unified in one queryable layer. Always current.

CommerceOrder managementProduct informationMarketplace
Schedule engine

Cron-based scheduler with timezone support. Configure any cadence: hourly, daily, weekly, monthly, or custom interval.

CRON: 0 7 * * 1
Every Monday at 07:00
Alert evaluator

Continuous threshold evaluation against the live data layer. Fires in under 60 seconds of a threshold crossing. No polling batch jobs.

Revenue drop · Slack + email
Stock low · Slack #ops-alerts
Delivery channels

Email (inline + attachment), Slack, and webhook. Each channel configured per schedule. Retry logic included.

Export formats

CSV, Excel, and PDF export on every scheduled report. Business intelligence tool connectors for Tableau, Power BI, and Looker via live API.

Role-based access control

Every report and alert scoped by role. Recipients see only their permitted data scope. Audit log tracks every delivery and access event.

Redefine scheduled reports architecture: live data layer, schedule engine, alert evaluator, and multi-channel delivery
Common questions

Questions before you decide

How quickly can we get our first scheduled report running?
Most teams have their first scheduled report delivered within five business days of kick-off. The onboarding process covers data source audit, schedule configuration, and recipient setup. Your first delivery confirms everything is working before you add additional schedules.
Can we schedule reports from multiple modules in one delivery?
Yes. Because all modules feed the same data layer, a single scheduled report can include commerce revenue, order management fulfillment status, product information management completeness scores, and marketplace performance in one document. Recipients receive one file, not four separate exports.
What alert channels are supported?
Alerts can fire to email inboxes, Slack channels, and any external system via webhook. You configure the channel per alert rule. Multiple channels can receive the same alert simultaneously. No developer work is needed to add a new recipient or channel.
Does Redefine work alongside our existing business intelligence tools?
Yes. Tableau, Power BI, and Looker connect directly to the Redefine data layer via live API. Your business intelligence team keeps working in their existing tools while gaining access to fresh commerce, order management, and product information data without a separate data warehouse pipeline.
Is it possible to set different report formats for different recipients?
Yes. Each scheduled report can be delivered in multiple formats simultaneously: PDF for executives, CSV for finance, and inline email for operations. Recipients are grouped by role and each role gets the format that fits their workflow.
Is this right for you?

Who this module is built for

Good fit
  • Your analysts spend hours each week pulling and formatting reports manually
  • Executives need a cross-module view but currently receive separate exports from each team
  • Your operations team finds out about stock or service level agreement issues after customers complain
  • You want to connect Tableau, Power BI, or Looker to live commerce data without a separate extract-transform-load pipeline
Not the right fit
  • You only need a single weekly export from one data source with no cross-module requirements
  • Your team already has a fully automated reporting pipeline that works without manual effort
  • You are a solo operator without a stakeholder group requiring regular report delivery

Not sure? Tell us your situation and we will be straight with you.

Talk To The Team
Get started

Your first scheduled report, live in 5 days

Submit your brief and we will scope the report scheduling software, schedule library, and alert setup for your team. Proposal in 3 days. No commitment required.

Analytics lead presenting automated report results to team in a conference room
Call within 48 hours of brief submission
Scoped proposal in 3 business days
Sprint 1 begins within 1 week of sign-off
120+ projects completed across business-to-business and business-to-consumer commerce
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48 hour response
Proposal in 3 days
120+ projects
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