Daily Report Builder

Every day it pulls daily spend from the base sheet (or straight from each department's source sheets), computes day-over-day change, three-day average, month-to-date and progress against the monthly target, groups subtotals by budget unit, and writes the company daily report into a Lark spreadsheet with live formulas linked to the base sheet. Before generating, it checks for missing cells and tells you which sections are short.

Who it is for: Media-buying and business-operations leads, business analysts
Systems it plugs into: Lark spreadsheets
Lark messaging
Daily report base workbook
Department source sheets

Start free

What it does

Source sheet pass-through

Department source sheets in different shapes (wide, long, multi-sheet) are recognized and grouped by business line into a base-sheet copy.

Live-formula report

The report is a sheet with formulas, not a snapshot: change the base sheet and the report follows.

Missing-cell check

Which department has not updated today, which section lacks numbers — listed before generation so you decide whether to fill in or publish as is.

Scheduled delivery

Generated at a fixed time each day, link and totals posted to the group; a catch-up window covers missed runs.

How you ask

Plain language works. These are real requests.

Generate today's company daily report: pull from each department's source sheets, group by business line into the base-sheet copy, then build the report. Run the missing-cell check first and show me what is short.
Back-fill last Wednesday's report with the source pass-through. Tell me which departments had not updated by that day and why; publish the rest as usual.
Generate today's report from the base sheet's current values without touching the source sheets, then send me the link and the totals.

How you keep it in check

Spend, change, month-to-date and target progress are always read live from the base sheet and recomputed for the report date; nothing is estimated.
Writes only to the base-sheet copy, never to raw source sheets; dimension write-backs go to copies only, with fuzzy matching disabled.
Missing data is reported as missing, never filled with an estimate.

What acceptance looks like

Report-to-base consistency
Missing-cell check accuracy
Template style consistency
Report date parsing accuracy

Questions people ask

Our report formulas are complicated. Can it copy them?

On first run the agent derives the formulas and definition profile from your existing report; you confirm, it locks them in and reuses them daily.

What if someone changes a source sheet's layout?

Unrecognized columns show up in the missing-cell check; it will not silently publish a wrong report.

Put it to work today.

Free credits on sign-up. For enterprise delivery, book a walkthrough and we will map your process to a job description.