Successful and Error-Free Automated Reporting
In this case study, Rob Davis, Information Technology Manager of The American Academy of Clinical Neuropsychology, describes how Entry Automation is used to reduce his workload and provide automated, error-free reporting.
People count on me to send them summaries and reports based on Gravity Forms submissions. Prior to Entry Automation, I had to spend a lot of time compiling these summaries and reports of form submissions from the three busiest sites by hand. Gravity Forms makes it very easy to export entries to CSV, but doing so requires specifying the field(s) to include or exclude, conditional logic and a date range. On top of that, some of the reports I have to send are monthly while others are weekly.
Entry Automation is like the sun emerging after a thunderstorm. It means that I only have to setup all of these choices ONE TIME — e.g. which fields to include, what conditional logic to apply when filtering entries, date ranges, etc. — and then configure the delivery settings. What used to take a few hours per month is now something I don’t have to think about at all. I can check to make sure the reports were sent, but I don’t ever have to since they always arrive thanks to Entry Automation.
The Savings of Automation
Entry Automation has definitely reduced my workload AND it’s the kind of work that’s annoying to do — it’s repetitive and better suited to software than human decisions. It also means that the reports will be error-free in the sense that there’s no chance I forgot to include or exclude a certain field or parameter. Reduced workload means more time for brain-intensive tasks and perhaps even fun stuff.
Thank you, ForGravity, for creating Entry Automation!
Information Technology Manager
The American Academy of Clinical Neuropsychology
Ann Arbor, Michigan, USA