Task Automation

Reporting is replete with repetitive tasks that need to be done daily, weekly, and monthly. Reduce the load on your team: Atlas can save you significant time through task automation and scheduling, allowing you to run them at times most convenient for you.

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Microsoft Dynamics 365
Dynamics AX

Save Time with Task Automation for Repetitive Reporting and Uploading Tasks

It’s easy to define a sequence of repeatable steps built from different Atlas functions and then schedule them to run whenever you want. Atlas can automate report refreshes, report distribution, and uploads, too.

Refresh Reports

Refresh reports and caches in the background

With task automation, you can schedule automatic report and cache refreshes with no need to open Excel. Save the refreshed report as a new file or overwrite an existing one. Users also have the option to save to OneDrive and use Atlas as a data source for Power BI visualizations.

Non atlas users

Distribute financial and operational reports to non-Atlas users

Replace Atlas formulas with static values to share data with non-Atlas users. Password protect sensitive worksheets, then distribute reports automatically via email so all stakeholders have access to the information they need.


Automation schedules that suit you

Whether you want to run your reporting and upload automation tasks every five minutes, every Monday, or the first business day of the month, Atlas’ flexible scheduling options have you covered. For maximum productivity, Atlas even allows users to set multiple schedules to run simultaneously.

Publish data

Publish data to Power BI for faster visualizations

If you struggle to get Microsoft Dynamics data into Power BI, Atlas can plug that gap. Integrate Atlas reports seamlessly with Power BI by using the Atlas Automation Tool scheduler to save reports to Microsoft OneDrive. As a bonus, Microsoft Flow and PowerApps functionality both alert you when your Atlas-powered dashboards have been updated.

We simply make your work easier. Meet some of our customers:

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Ready to experience task automation with Atlas? Fill in the form and we will contact you.