Automazione
Reduce repetitive exports, formatting and deliveries that would otherwise be handled manually.
EP-REPORTER · PRODUCT OVERVIEW
Reporting that reaches every recipient.
Create, personalize, automate and distribute governed reports using data and visualizations already available in the organization. EP-Reporter completes the last mile of Business Intelligence.
THE LAST MILE OF BI
Bring information beyond the dashboard and into operational processes.
EP-Reporter does not replace interactive BI: it complements it. It distributes governed content to users who need recurring or operational information without necessarily navigating a BI platform.
Distribution
Deliver reports and information even to recipients who do not use an interactive dashboard directly.
Governance
Apply layouts, filters, rules and formats once, then reuse them consistently over time.
END-TO-END PROCESS
One process governs the entire reporting cycle.
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.
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
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
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.
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.
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.
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
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.
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.
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.
CASE STUDIES
When distribution becomes part of the process.
The cases are anonymized and based on usage patterns documented in the Product Overview, without adding unsupported metrics or outcomes.
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.
Nota: The Product Overview describes features and usage scenarios demonstrated in the 28 July 2026 demo, but does not attribute individual scenarios to named clients. For this reason, the cases are presented as anonymized examples consistent with the documented uses.
Bring a real reporting need to the next demo.
We select a report that is currently produced or distributed manually, define recipients, level of detail, frequency, trigger, format and channel, and quickly assess how well EP-Reporter fits the current process.