Make more time for analysis
Reduce repetitive exports, formatting and deliveries that would otherwise be handled manually.
EP-REPORTER · AUTOMATED REPORTING
The right report. For the right person.
Without chasing every delivery.
Turn Power BI and Qlik Sense data into personalised reports for decision-makers. Automate preparation and delivery, free your team from repetitive tasks and keep control of every run.
THE LAST MILE OF BI
How much work goes into every report you send?
Exporting data, adjusting layouts, applying filters and preparing emails: when reports repeat, so does the work. EP-Reporter brings these activities into a configured, monitored process.
Reach decision-makers
Deliver reports and information even to recipients who do not use an interactive dashboard directly.
Stay in control
Apply layouts, filters, rules and formats once, then reuse them consistently over time.
END-TO-END PROCESS
Configure the process. Automate future deliveries.
A central configuration enables consistent recurring executions while governing data, layouts, recipients, triggers, channels and controls.
01
Connect
Qlik, Power BI and other sources.
02
Compose
Layouts, data and objects.
03
Enrich
Filters, recipients and AI.
04
Schedule
Triggers, preconditions and controls.
05
Distribute
Channels, formats and notifications.
LET’S START WITH YOUR DAILY WORK
Let’s discuss your reportA real report says more than a feature list.
Bring an example of your process: we will assess sources, recipients and useful automations for your team.
CASE STUDIES
When distribution becomes part of the process.
One report, many variants
Need. A sales network needed to periodically distribute different content by agent, client and area without manually duplicating reports and filters.
E-project intervention. EP-Reporter centralized filters, cycles, templates and dynamic messages, generating personalized outputs from a single configuration.
Result. A more repeatable and governed process, with relevant content for each recipient.
Scheduled reports with AI commentary
Need. Management needed to receive recurring reports accompanied by a concise interpretation of the main information.
E-project intervention. The file generated by EP-Reporter was used as input for an LLM service with a custom prompt, with the output included in the email.
Result. Reports and summaries arrive through the same distribution flow, making information easier to consume.
Monitored distribution across multiple channels
Need. An organization with recurring reporting needed to govern executions, permissions, channels and notifications in a more structured way.
E-project intervention. EP-Reporter centralized tenants, scheduling, permissions, triggers, history, SharePoint, Microsoft 365 and other channels.
Result. A more traceable distribution process with less dependence on isolated manual procedures.
EP-REPORTER EXTENSION · EP AI ANALYST
Your dashboard has a lot to tell you.
Now you can ask it a question.
Bring conversational analytics into the Power BI and Qlik Sense reports you already use. EP AI Analyst captures the current view, including filters and selections, to help you understand results, explain variances and prepare management summaries.
EXAMPLE QUESTION
“Which products explain the variance against budget in the current selection?”
VALUE FOR DECISION-MAKERS
The conversation starts with the data you are viewing. Ask for further analysis or a summary in your preferred language, without rebuilding the report context each time.
Understand performance
Ask which areas, customers or products perform best and get a concise reading of the current view.
Explore variances
Investigate anomalies and changes between Actual, Budget and Forecast with follow-up questions in the same context.
Prepare management commentary
Generate summaries and management commentary in the user’s chosen language, ready to review and share with the team.
How the answer reaches you
- 01
Ask within the dashboard
Type your question in the Power BI visual or Qlik Sense extension.
- 02
Context follows the question
Visible data, filters, selections and metadata form the configured scope.
- 03
Rules guide the AI
E-Project services apply the prompts, settings and model chosen by the customer.
- 04
Read and explore
Receive the answer in its analytical context and continue with further questions.
CENTRALISED CONTROL
The freedom to choose.
The tools to govern.
The console lets you configure assistants, providers, models, prompts and permitted fields. Request history and token consumption help monitor usage according to customer settings.
Managed AI or BYO AI
Start with a managed configuration or connect your corporate AI service, based on the agreed plan. Supported providers include Azure OpenAI, OpenAI, Claude and Gemini.
An explicit data scope
Provider credentials remain in backend services. Transferred data, logging, retention and deployment are defined during the project’s security assessment.
A practical path from your report to first use
- Use case and expected outcomes
- Access and dedicated credentials
- Model, prompts and data scope
- Visual or extension installation
- Testing answers, consumption and controls
- Go-live, monitoring and support
E-Project handles configuration and integration with your team. You bring the report, a business contact and your questions: together we validate answers and settings before launch.
Discover what you can ask your dashboards.
Demos and beta projects are already underway with E-Project customers. Request a demo of the EP AI Analyst extension for EP-Reporter and let’s assess your use case.
EXPLORE THE DETAILS
All the features, when you need them.
Explore integrations, personalisation, delivery and controls.
Reuse Qlik, Power BI and other corporate data sources.
SOURCES & INTEGRATIONS
Reuse Qlik, Power BI and other corporate data sources.
EP-Reporter makes use of data and visualizations already available by integrating BI platforms, databases, files and services.
Qlik Sense and Power BI
Reuse data and visualizations from BI platforms already present in the client ecosystem.
ODBC and QVD
Integrate additional datasets through ODBC connections and QVD files.
Microsoft Graph API
Support Microsoft services and integrations used in distribution workflows.
External providers
Extend functionality through plugins and external providers.
Power BI becomes a source of data and ready-to-use content for the report.
POWER BI
Power BI becomes a source of data and ready-to-use content for the report.
EP-Reporter utilizza Power BI in due modalità complementari: data via query DAX and riuso diretto of visual or intere pagine già progettate.
Data via DAX
- Query DAX completamente personalizzabili.
- Results can also be made available as EP-Reporter datasets.
- Direct use for tables and charts in the final layout.
Visuals and pages
- Render individual visual objects.
- Use complete Power BI report pages.
- No need to rebuild charts from raw data.
POWER BI→EP-REPORTER→
TABLESCHARTSPDFEXCELEMAIL
Create pixel-perfect documents without losing control.
DOCUMENT DESIGN
Create pixel-perfect documents without losing control.
The report can combine tabular data, visualization images and custom objects while governing layouts, formulas, filters, sorting and rendering properties.
Reusable templates
Build governed layouts that can be reused over time.
PDF ed Excel
Produce documents in the format best suited to each recipient.
Preview
Check the result before distribution.
A single task can produce different reports for each recipient.
PERSONALIZATION
A single task can produce different reports for each recipient.
Filters, cycles and placeholders turn a central configuration into relevant outputs for each agent, client, area or other business dimension.
One variant for each value
Apply selections and automatically generate a report variant for each value of the selected dimension.
Personalized content
Personalize recipient, subject, body and attachment using fields, expressions, tasks and visual objects.
Reporting starts when needed, with checks before and after execution.
SCHEDULING & CONTROL
Reporting starts when needed, with checks before and after execution.
Flexible triggers, preconditions, retries and notifications make the reporting process more reliable and easier to govern.
Flexible start
Run on a schedule or when a Qlik Sense task is completed.
Pre-report checks
Evaluate Qlik expressions before generating the report.
Configurable retries
Configure retries, waits and behavior in the event of a failed reload.
Post-execution actions
Different messages for success, skip or error conditions, with configurable next steps.
Each report is delivered through the channel best suited to its recipient.
DISTRIBUTION
Each report is delivered through the channel best suited to its recipient.
Channel, format and content are part of the same configuration, avoiding separate and manual distribution procedures.
Email
Microsoft 365
Teams
SharePoint Online
File system
Feed
Task chain
Distribution remains governed even across large recipient groups.
GOVERNANCE
Distribution remains governed even across large recipient groups.
Scalability also means control: tenants, scheduling, permissions, on-demand generation, history and notifications support operational governance.
Tenant and service
Service status, scheduler and running tasks are visible from a central console.
Granular permissions
Owners, users and groups can be assigned to connections, reports and tasks.
Controlled on-demand generation
Manual generation can be enabled only when useful and authorized.
Monitored execution
History, notifications and execution logs support operational governance.
AI adds an immediate interpretation layer to distributed reports.
EP-REPORTER + AI
AI adds an immediate interpretation layer to distributed reports.
The file generated by EP-Reporter can be sent to an LLM service together with a custom prompt. The output can then be included directly in the email body alongside the report.
From report to commentary.
The client defines the objective, tone and content requested from the selected model.
Executive summary
Commentary on results
Key points and targeted extracts
Separate LLM service
The AI service must be purchased separately by the client and is subject to costs and terms independent of EP-Reporter.
One product, different needs.
THREE VALUE PERSPECTIVES
One product, different needs.
EP-Reporter aligns technical and operational needs without forcing every user to consume information in the same way.
IT & DATA
Governance
Centralize connections, templates, permissions and scheduling while reducing isolated scripts and procedures.
BUSINESS
Simplicity
Receive the relevant content in the most suitable format and channel without rebuilding filters and layouts.
MANAGEMENT
Consistency
Share consistent KPIs and documents across functions, regions and reporting cycles.
BEFORE YOUR DEMO
Answers to help you get started.
Can we use our existing reports?
EP-Reporter reuses Power BI and Qlik Sense data and visualisations. The demo helps assess how to integrate your environment’s sources and content.
Can each recipient receive different data?
Yes. Filters, loops and dynamic content allow report variants for each sales representative, customer, area or other configured dimension.
How do we start?
With a report and a clear objective. We define recipients, frequency and format, then assess the required configuration and integrations.
Your next report could take less work.
Tell us which report you prepare, who receives it and which steps take up your time. Together we will assess how to automate it with EP-Reporter and whether the EP AI Analyst extension can help you explore your data.