Automated Reporting Platform
A pipeline that retrieves operational reports, stores structured information, calculates performance and distributes reporting to stakeholders.
Overview
Operational systems already produce reports. The gap is turning those files into a reliable, structured feed that can be analysed and sent without someone repeating the same desktop steps.
The Problem
Manual reporting does not fail loudly. It fails by being late, by silently changing a filter, or by existing only in the inbox of the person who built the last spreadsheet. Stakeholders then argue about numbers that never had a single source.
Requirements
- Retrieve operational reports from KAPPTURE via API and file extracts
- Process CSV / file output into structured records
- Store the result so it can be recalculated and audited
- Calculate the performance views people actually use
- Distribute HTML or equivalent reporting to stakeholders
My Role
Designed and implemented the pipeline: retrieval, processing, storage, analysis and distribution. Internals, credentials and private endpoints are not documented here.
Approach
- Treat vendor reports as an input contract, not as the finished artefact
- Keep processing deterministic: same file in, same structured rows out
- Store before presenting, so a report can be rebuilt
- Send a stakeholder-facing view, not the raw extract
System / Architecture
KAPPTURE exposes reports via API and file extract. A processor (C#) normalises CSV into structured data, writes to SQL, runs analysis, renders HTML and emails the result. Each stage is separable so a source change does not require a rewrite of the whole chain.
Implementation
- Retrieval of operational reports
- CSV processing and validation
- SQL storage of structured results
- Performance calculations on stored data
- HTML reporting and email distribution
Challenges
- Source formats that change without notice
- Keeping credentials and endpoints out of the application footprint
- Defining performance in a way finance and operations both accept
- Failure handling when a source file is late or incomplete
Outcome
Reporting moved from a manual sequence to a pipeline with a stored layer. People still review the numbers; they no longer have to manufacture them each time.
- Repeatable reporting with stable definitions
- Less manual extract-and-email work
- A stored layer that can be queried again, not only a spreadsheet snapshot
Technologies
What I Learned
- Storage is what makes automation defensible
- The stakeholder report is a view, not the system of record
- Source-contract tests save more time than clever parsing
Future Improvements
- Richer exception handling when a source is incomplete
- More of the analysis expressed as testable queries
- Clearer scheduling and retry behaviour