How SSRS, Copilot in Power BI, and Power Automate eliminated 3 weeks of manual quarterly reporting for a non-profit — delivering 12 customized funder reports with zero staff effort.
Program staff spent up to 3 weeks each quarter manually pulling outcome data from multiple spreadsheets, formatting 12 different funder reports in Excel, writing custom narrative summaries, and preparing PDFs for submission. Each funder required unique metrics, formatting, and branding — making the process highly error-prone and unsustainable.
Consolidated all program outcome data from disparate spreadsheets into a clean, normalized SQL Server database with a unified data model that supported every funder’s required metrics.
Built reusable parameterized SSRS paginated report templates in Power BI Report Builder. A configuration table drove funder-specific formatting, logos, metrics, and narrative sections — eliminating the need for 12 separate reports.
Integrated Copilot in Power BI to automatically generate plain-English program outcome narratives from the underlying data. These dynamic summaries were embedded directly into the SSRS reports.
Configured Power Automate to trigger report generation on the first day of each quarter, apply the correct parameters for each funder, generate submission-ready PDFs, email them directly to funders, and archive copies in SharePoint.