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Pilardin Now Generates Automated PDF Reports

November 12, 20261 min read

Pilardin now includes automated PDF report generation. Any data that Pilardin can reach — SQL databases, ERP systems, uploaded Excel files or document stores — can be turned into a formatted PDF report without manual steps. You define the layout once, and Pilardin fills it with fresh data each time the report runs.

Reports can be scheduled. Daily operations summaries, weekly finance packs and monthly management reports run on a cadence you set. Reports can also be event-triggered: when a threshold is crossed or a record changes, Pilardin generates and delivers the PDF automatically. This builds on the event-triggered actions already available in Pilardin, so PDF output fits into existing automations.

The report builder supports tables, charts, headers and footers, so output matches your organization's branding. You can include multiple data sections in one PDF and control page breaks and numbering. Reports can be delivered by email, saved to a connected file store or attached to a workflow step.

For teams that currently assemble reports by hand, this removes a recurring manual task and reduces the risk of stale or inconsistent numbers. Because Pilardin pulls directly from source systems, the PDF reflects the same data your teams use day to day.

Automated PDF report generation is available now in Pilardin for organizations with connected data sources. You can start with a single scheduled report and expand from there.