I'm looking for advice about the best way to automate the process of scheduling and exporting summarized data from reports into compiled PDF documents.
We use Salesforce to track information related to calls that come over our hotline (call details as well as caller demographics). We need summary reports about this information compiled into PDFs for our funders on a quarterly basis. This is proving to be more complicated than it sounds. As an example, one requirement involves reports by region. For these, we prepare 12 different regional reports that each include 12 different tables (e.g. - a breakdown by call line type or caller race/ethnicity). We've gathered the information into Salesforce reports, but it's usually not summarized or formatted exactly how we need it. And it is not compiled into one document. We would like to be able to automate the process of getting the report tables out of Salesforce without having to manually cut and paste, and we would like the solution to be flexible enough to accommodate our formatting requirements. We've explored working with Excel (which was very time consuming) and DrawLoop (which has potential but is very complicated to fine-tune for our purposes). I'm also experimenting with including Analytic/Reporting Snapshots into the final solution.
Does anyone have experience, suggestions or advice? Thanks in advance.