The monthly board pack, the weekly management report, the daily operations PDF — most organisations still assemble them by hand: refresh, copy, paste, format, export, e-mail. PDF report automation replaces that with a report defined once, generated on a schedule from fresh data, branded the same way every time and delivered without anyone pressing a button. Here is what that takes, and how ATX AnalyticsTable does it.
A report built on the sheet: a pinned query, a pivot and a commentary anchored to the figures it explains — then printed to PDF.
In ATX AnalyticsTable the Reports tab puts presentation objects directly on the sheet beside the data: charts of every type, heatmaps, waterfall bridges, project timelines and annotation shapes. The numbers and their presentation stay in one reviewable artefact, instead of a chart pasted into a slide that no longer matches the sheet.
A saved PDF report is a list of blocks — sheet ranges, pinned queries, charts, whole dashboards, SQL results, text and key-value blocks, page breaks — with page size and orientation, branding, an optional cover, table of contents and audit appendix, and security options for recipients outside the organisation.
The report stores where each block comes from, not a copy of it. Every time it is generated it reads its sources again, so a scheduled PDF can never quietly re-send last month's numbers.
Handing the report to the scheduler turns it into a recurring, unattended deliverable. Put the PDF after the refresh, pipeline and export steps in the same numbered sequence: the scheduler runs numbered steps one at a time and recalculates formulas after each refresh, so the PDF always reads settled values. File names can carry run-time parameters, so each run produces a dated file rather than overwriting the last.
The PDF builder writes to a local, network or cloud destination. To e-mail it, a pipeline step sends through SMTP, Microsoft Graph, MailerSend or Azure Communication Services with templated subjects and bodies, recipient limits, a domain allow-list and a refusal to send an empty report.
Branding and page setup are part of the saved report configuration, so a distributed report looks the same regardless of who ran it — or whether anyone ran it at all. Corporate Unlimited adds custom-designed report templates.
Ask Greg, the AI analyst in ATX AnalyticsTable, can propose a saved PDF report from ranges, pinned queries, charts, dashboards, SQL and text, together with a schedule that exports it every weekday. The report is checked against real data before you see the proposal, and placing it does not print it — you decide when it goes live.
Define the report once — its blocks, layout and branding — then attach it to a schedule. In ATX AnalyticsTable the scheduler generates the PDF from fresh data at the times you set and writes it to a folder, a share or cloud storage, or a pipeline e-mails it.
Yes. A dashboard is one of the block types a PDF report can contain, alongside ranges, pinned queries, charts, SQL results and text.
Reports read their sources on every run, and numbered schedules run strictly in order, so the PDF is generated after the refresh and recalculation it depends on. Each run is logged.
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