If your last week of every month looks like this…
- ✕
Re-running the same pivot, copy-pasting the totals into Word, exporting, sending.
- ✕
Writing the same executive summary in slightly different words every month.
- ✕
Keeping a private doc titled 'reporting_steps_v7_FINAL' so you don't forget the process.
- ✕
Forgetting to send and getting a Slack DM from your boss at 4pm on the last Friday.
How it works
- 1
Connect your data
Google Sheets, Excel, or a custom table in SheetMergy. Aggregated totals, raw rows, or both.
- 2
Design the report once
A Word or Google Docs template with merge tags for each number and each paragraph you want data-driven.
- 3
Schedule it
Daily, weekly, monthly, or custom cron. SheetMergy runs on time, renders the PDF, emails it out.
Why ops teams pick SheetMergy
Hands-off scheduling
Pick a cadence. The report runs itself — including on weekends and public holidays.
Aggregates & grouping
Group rows by region, owner, or category. Totals and averages are merged automatically.
Distribution list built in
Email the PDF to fixed recipients, or dynamically to the owner of each row.
Branded by you
Use your company's existing reporting template. No re-designing for some 'reporting tool'.
Audit trail
Every report ever generated is archived. Re-send last March's in one click.
Conditional sections
Hide rows, add commentary, or flag exceptions based on thresholds — all template-driven.
Common questions
- Can it pull from more than one sheet?
- Yes. Join multiple sheets or use grouping to summarise different dimensions in the same report.
- Can I send different reports to different people?
- Yes — use a recipient column and SheetMergy will generate one report per recipient, automatically.
- Is there a view of past runs?
- Every run is archived with its generated PDFs. You can search, re-download, or re-send any historical report.
- Can it fail gracefully if data is missing?
- Yes. Filter out empty rows, set default values, or fail the run loudly — your choice.