This might help: https://www.holistics.io/features/scheduled-email-reporting/ https://www.holistics.io/features/scheduled-email-reporting/ It can generate a PD

This might help: https://www.holistics.io/features/scheduled-email-reporting/ https://www.holistics.io/features/scheduled-email-reporting/ It can generate a PDF with some data and charts. You can also schedule emails to share these PDFs with customers. Adding a customer filter and you'll get something like Mail Merge / Crystal Reports. p/s: I work here.