Replace daily adhoc report files in reporting folder
Replace daily adhoc report files in reporting folder
Your adhoc grant report exports arrive as scattered spreadsheets, delaying dashboard refreshes. Replace report files into the reporting folder each weekday so analysts have fresh data same morning.
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Overview
Every weekday morning this workflow refreshes exported grant spreadsheets in your shared reporting folder so analysts and program coordinators always work from the latest exports. That eliminates manual file swaps and ensures dashboards ingest fresh data ahead of morning review.