Story-Based Report Builder

Automatically generate reports from Socrata Stories — and deliver them where they need to go.

Socrata Stories are more than just dashboards — they’re curated containers of visualizations that tell a data-driven narrative. With this automation, you can turn those Stories into actionable, shareable reports. Generate snapshots, extract underlying data, convert them to PDFs, and email them to stakeholders — all on a schedule or trigger.

Features:

• Automatically extract visualizations from Socrata Stories

• Convert filtered tables and charts into clean, formatted PDF reports

• Customize filters, joins, and parameters dynamically

• Schedule or trigger email delivery to specific teams

• Integrate with external systems (file drives, ticketing tools, CRMs)

Ideal for monthly KPI updates, internal briefings, compliance reports, or any recurring data story that needs to reach the right people, automatically.