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Trigger monthly reports and kick off reporting pipeline

Trigger monthly reports and kick off reporting pipeline

Your monthly report pulls are manual, leaving reconciliations without consolidated data. This requests prior-month summaries and triggers processing ahead of monthly review.

Trigger monthly reports and kick off reporting pipeline

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Overview

Stop relying on manual report pulls that delay monthly close activities. This flow automatically requests prior-month summaries and kicks off downstream processing so coordinators and ops have consolidated inputs ready by the first business day.

Trigger monthly reports and kick off reporting pipeline