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Automate Reporting with Vizzly’s Webhooks

June 1, 2023

You May Be Here Because:

  • You're tired of manually running reports and need an automated solution.
  • Your users demand customized reporting on their own schedule.
  • You’re looking to streamline your reporting process and enhance efficiency.
  • You want to integrate real-time notifications into your reporting workflow.

In the fast-paced world of SaaS, staying on top of data and reporting is crucial. Yet, manual reporting can be a significant drain on resources. Enter Vizzly’s Webhooks – designed to automate and personalize your reporting process, making it seamless and efficient.

What Are Webhooks?

Webhooks are a powerful tool that allows your applications to communicate with each other in real-time. Unlike traditional APIs where you have to poll for data periodically, webhooks push data to your endpoint as soon as an event occurs. This means you get immediate updates, allowing you to react instantly.

In the context of Vizzly, webhooks enable you to receive notifications about specific events related to your dashboards and reports. For example, when a user creates a custom report, a webhook can notify your system immediately, allowing you to automate follow-up actions like emailing the report or storing it in an S3 bucket.

Introducing Webhooks for Scheduled Reports

With the launch of webhooks for scheduled reports, Vizzly is taking automation a step further. This new feature allows your users to create, customize, and schedule reports to be delivered at their preferred frequency, in any format they choose. Here’s how it can transform your reporting workflow:

  1. Define Your Webhook Endpoint: Set up your server to receive and process webhook events from Vizzly.
  2. Link to Dashboard Templates: Connect these webhooks to your predefined dashboard templates.
  3. Schedule Reports with CRON Syntax: Offer your users the flexibility to define their report schedules using CRON expressions, tailoring the frequency to their needs.
  4. Securely Receive Webhooks: Accept and verify incoming webhook events over HTTPS to ensure secure and reliable data transfer.
  5. Automate Report Delivery: Use the event payload to automatically send reports to users via email, store them in S3, or integrate with other services as needed.

Why Did We Build This?

We recognized a gap in the reporting workflows of many companies. Often, teams are stuck generating reports manually, which is time-consuming and inefficient. Moreover, users frequently desire reports that are tailored to their specific needs rather than a one-size-fits-all approach.

By introducing webhooks for scheduled reports, Vizzly addresses these challenges head-on:

  • Efficiency: Automate the report generation and delivery process, freeing up valuable time and resources.
  • Personalization: Allow users to customize their reports and schedule them according to their preferences.
  • Scalability: Provide a scalable reporting solution that integrates seamlessly with your existing workflows, letting you focus on your core business activities.

How Does It Work?

Implementing webhooks for scheduled reports in Vizzly is straightforward:

  1. Define Your Webhook Endpoint: Configure your server to listen for webhook events from Vizzly. This endpoint will handle incoming data from Vizzly and process it according to your needs.
  2. Link the Webhook to Dashboard Templates: Associate your webhook with specific dashboard templates in your Vizzly account. This ensures that every time an event occurs for these dashboards, your webhook is triggered.
  3. Define Report Schedules Using CRON Syntax: Use CRON expressions to set up flexible report schedules. For example, a CRON schedule would send a report every Monday at a specific time.
  4. Accept and Verify Webhook Events: Ensure your server verifies the authenticity of incoming webhook events, usually by checking a signature or token included in the request headers.
  5. Use the Event Payload to Deliver Reports: Process the received data to automatically deliver reports in the desired format. For example, you can send an email or upload the report to a cloud storage service.
“Vizzly allowed us to embed a top quality customizable and whitelabled analytics dashboard right into our product. This saved us so much time and engineering resources and allowed us to get the solution provided by the analytics experts.” - Ali Avci, Co-Founder & CTO @ Ariglad

Results

The Ariglad team were able to get up and running with the first iteration of their dashboard in less than 2 days. Not only that, they now possess a dashboard embed solution capable of seamlessly adapting to the evolving requirements of their valued customers, ensuring scalability and long-term satisfaction. In summary:

  • Lightening quick integration
  • Huge annual cost saving when compared to building in-house
  • Maximises deal closure with new product capability

Why Choose Vizzly?

Vizzly stands out as a flexible, extensible, and customizable solution for building customer-facing dashboards. Here’s why it’s the best choice for your reporting needs:

  • Extensibility: Vizzly’s component library and API provide you with the tools to build sophisticated dashboards that users can tailor to their needs.
  • Performance: Designed for efficiency and speed, Vizzly ensures your dashboards load quickly and handle complex queries without lag.
  • Customization: From design elements to functional integrations, Vizzly allows deep customization to fit your unique requirements.

Whether you’re just starting to explore customer-facing dashboards or looking for ways to enhance your current reporting capabilities, Vizzly offers a scalable and user-friendly solution. With features like webhooks for scheduled reports, you can automate your processes and provide a more personalized experience for your users.

See how Vizzly powers top startups with industry leading custom reporting.

Get Started with Vizzly Lite

If you're ready to simplify your reporting and see the power of Vizzly’s webhooks in action, get in touch. We're here to help you integrate and make the most out of Vizzly’s robust capabilities.

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