client-reporting-portal

📊 Client Reporting Automation Portal

A fully-automated reporting engine built with Google Apps Script, Google Sheets, Google Docs, and Looker Studio — complete with email delivery, PDF generation, and a client-facing web app portal.

✨ Features

✅ Automated report generation (Google Docs → PDF)
✅ Email delivery to one or multiple recipients
✅ Dynamic charts, bullet points, and branding
✅ Looker Studio dashboard integration
✅ Organized Drive folders per client
✅ Logging of every report generated
✅ Google Apps Script web app for clients to view/download reports

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🔧 Tech Stack

• Google Apps Script
• Google Sheets (data source + log)
• Google Docs (template engine)
• Google Drive (PDF storage)
• Looker Studio (interactive dashboards)
• HTML/CSS frontend (via GAS Web App)

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🖥️ How It Works

1. 📥 Client data is stored in a Google Sheet (Client_Data)
2. 📄 A report template in Google Docs is populated dynamically
3. 💾 The finished report is saved as a PDF to Drive
4. 💌 The PDF is emailed to one or more recipients
5. 📋 A record of the report is logged in Report_Logs
6. 🌐 A secure web app allows clients to view/download past reports and access their live Looker Studio dashboards

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📷 Screenshots

Auto-Generated PDF	Client Web Portal

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🧠 Key Highlights

• Uses Google Workspace tools only — no third-party dependencies
• Client dashboards are interactive, live-filtered Looker Studio reports
• Web App supports multi-client access via email filtering
• Fully customizable and scalable

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🧪 Dev Notes

• Web App uses google.script.run to fetch reports from Report_Logs
• Email field matching is case-insensitive
• Google Docs template uses `` replaced via .replaceText()
• Drive folders are auto-created per client

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🏁 Why I Built This

As part of my portfolio, I wanted to showcase my expertise in:

• Google Apps Script
• Workflow automation
• Document generation and delivery
• Web app UX using built-in Google tools
• Real-world client-facing product logic

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🔮 Future Features

• Admin dashboard for batch re-runs or report regeneration
• Slack or email digests for internal teams
• Looker Studio usage tracking per client
• User authentication with Google Sign-In scopes

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📌 Live Demo / Video Walkthrough

Coming soon — or contact me for a private walkthrough.

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🚀 Try It or Hire Me

Want this for your agency or internal reporting workflow?
I’m available for freelance + contract work — Let’s talk

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