Franchisee Reports, Automated: 61 Branded PDFs Generated in 90 Seconds with Alteryx
A national franchise operator needed to replace manual Punchh dashboards with automated, branded store-level reports distributed directly to franchisees. The old process was slow, inconsistent, and couldn’t scale. The new one generates 61 reports in 90 seconds — automatically, every cycle.
The Problem
The franchise operator relied on Punchh dashboards to share performance data with franchisees. The dashboards were difficult to customize, hard to brand, and required significant manual effort to compile and distribute each cycle. Analysts spent hours packaging reports that should have been automatic.
Franchisees received inconsistent data at inconsistent intervals. The visibility gap created by delayed reporting impacted store-level decision-making — operators couldn’t act on information they didn’t have yet.
The Solution
Visual workflow automation that processes, formats, and distributes reports without manual intervention at any step of the process.
Store-level reports in both PDF and Excel formats, carrying the franchise brand — not a generic dashboard screenshot.
Built for flexibility — formatting adapts to evolving brand needs without requiring a full rebuild of the underlying workflow.
Each franchisee receives only their location’s data. Distributed automatically. No analyst touches it after the workflow runs.
What Changed
90-second generation across all 61 locations — end to end, no manual steps in the process.
Branded output — every report carries the franchise identity, consistently formatted every time.
Secure distribution — each franchisee receives only their location’s data, automatically routed.
Modular architecture — the workflow adapts to formatting or data changes without a full rebuild.
A fully automated, branded reporting pipeline that replaced manual Punchh dashboard distribution — generating and delivering 61 store-level reports in 90 seconds, every cycle, with no analyst intervention required.
