Aroopa Flow has introduced two new data export options, expanding your ability to generate formatted reports directly from your workflows. You can now export data in two popular formats—PDF and Excel—using customizable templates to ensure that the exported content matches your business needs.

With the ability to create templated exports, users can define the layout, structure, and content of both PDF and Excel files, making it easier to generate reports, invoices, data summaries, or any other documents required by your business. Whether you need a clean, printable report in PDF format or a spreadsheet with organized, sortable data in Excel, this feature provides the flexibility to meet various export needs.

This new functionality is perfect for users who need to share structured data in a professional format or who rely on automated reporting as part of their workflow. With template-based customization, you can ensure your exported files always meet your branding and data presentation standards.

Use Cases:

1. Generate PDF Invoices:
2. • Use Case: Automatically create and export invoices as PDF files based on customer data and order details. Use a templated format to ensure consistency across invoices and streamline your billing process.
2. Export Sales Reports in Excel:
3. • Use Case: Create detailed sales reports in Excel format, using a predefined template to organize data such as sales volume, product categories, and customer segments. This helps teams quickly analyze and manipulate the data.
3. Export Customer Data for Marketing:
4. • Use Case: Export customer information such as names, emails, and purchase history in a structured Excel file, using a template to organize the data for marketing campaigns or analysis.
4. Generate Project Progress Reports in PDF:
5. • Use Case: Automatically export project progress summaries in PDF format, formatted to match your project management template, and share these reports with stakeholders to keep them informed.
5. Export Inventory Data for External Stakeholders:
6. • Use Case: Export real-time inventory data in Excel format to share with suppliers or external partners, using a template that arranges product details, quantities, and stock levels in a readable format.

This new export capability streamlines reporting processes, saves time on manual document creation, and allows for easy sharing of data in clean, professional formats. Whether you’re sending invoices, sales reports, or any other type of data, this feature gives you the tools to do it efficiently.