Generate and send automated project reports via email

Generate and Send Automated Project Reports via Email

Automated project reports can be a game-changer for project managers, allowing them to focus on high-priority tasks while ensuring that stakeholders receive timely and accurate updates. In this post, we’ll explore how to generate and send automated project reports via email using Python.

Why Automated Project Reports?

Manual project reporting can be time-consuming and prone to errors. By automating the process, you can ensure that reports are delivered on time, every time. Additionally, automated reports can provide valuable insights and metrics, helping project managers make data-driven decisions.

Tools and Technologies

To generate and send automated project reports, you’ll need the following tools and technologies:

  • Python 3.x
  • Python libraries: datetime, email, and pdfkit
  • Email client: SMTP
  • Project management tool: Asana (or similar)

Step-by-Step Guide

Here’s a step-by-step guide to generating and sending automated project reports via email:

  1. Set up your project management tool to export relevant data to a CSV file.

  2. Write a Python script to read the CSV file, extract relevant data, and generate a PDF report using pdfkit.

  3. Use email library to send the PDF report as an attachment via email.


import datetime
import csv
import email
import smtplib
from pdfkit import from_string
from jinja2 import Template

# Set up SMTP server
server = smtplib.SMTP('smtp.gmail.com', 587)
server.starttls()
server.login('your_email@gmail.com', 'your_password')

# Load project data from CSV file
with open('project_data.csv', 'r') as csvfile:
    reader = csv.DictReader(csvfile)
    project_data = [row for row in reader]

# Generate PDF report
template = Template('''
<html>
  <body>
    <h1>Project Report</h1>
    <ul>
      {% for task in project_data %}
        <li>{{ task['Task'] }}: {{ task['Status'] }}</li>
      {% endfor %}
    </ul>
  </body>
</html>
''')

html = template.render(project_data=project_data)

pdf = from_string(html, False)

# Create email message
subject = 'Project Report - {{ datetime.date.today() }}'
message = 'Dear Stakeholders,\n\nPlease find attached the project report for {{ datetime.date.today() }}.\n\nBest regards,\n[Your Name]'
msg = email.MIMEMultipart()
msg['Subject'] = subject
msg['From'] = 'your_email@gmail.com'
msg['To'] = 'stakeholder_email@example.com'

# Attach PDF report
attachment = email.mime_base.MIMEBase('application', 'octet-stream')
attachment.set_payload(pdf.read())
attachment.add_header('Content-Disposition', 'attachment', filename='project_report.pdf')
msg.attach(attachment)

# Send email
server.sendmail('your_email@gmail.com', 'stakeholder_email@example.com', msg.as_string())
server.quit()

By following these steps and using the provided Python code example, you can generate and send automated project reports via email, freeing up your time to focus on high-priority tasks.

We’d love to hear from you!

Are automated project reports a game-changer for your team’s productivity?

What challenges have you faced with manual project reporting in the past?

How do you envision using automated project reports to improve your team’s workflow?

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