End-to-End Reporting Automation training course

Automate a real reporting workflow using AI tooling from data ingestion to formatted output

JBI training course London UK

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022

Public Courses

17/08/26 - 1 days
£2500 +VAT
28/09/26 - 1 days
£2500 +VAT
09/11/26 - 1 days
£2500 +VAT

Customised Courses

* Train a team
* Tailor content
* Flex dates
From £1200 / day
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JBI training course London UK

  • Map a manual reporting process
  • Connect AI to a live data source
  • Generate narrative from structured data
  • Validate AI content against source data
  • Format output into a report template
  • Schedule automated report delivery
  • Handle data exceptions gracefully
  • Build a human approval step
  • Track and optimise generation costs
  • Document for non-technical handover

Process mapping session:

participants map their own current reporting workflow and mark every step that could realistically be automated

Data connection lab:

pulling live data from Excel, SQL, or a REST API into a Python or Power Query script ready for AI processing

Narrative generation workshop:

prompt patterns that reliably turn tables and numbers into readable, accurate written commentary

 

 

 

 

 

Validation build:

automated checks that flag immediately when AI-generated text contradicts or misrepresents the underlying source data

Template formatting lab:

pushing AI output into a Word or HTML report template with consistent styling and branding applied automatically

Scheduling setup:

configuring the automation to run on a time schedule or trigger using Power Automate or a cron job

 

 

 

 

 

Exception handling workshop:

designing what happens when data is missing, arrives late, contains anomalies, or the model returns an error

Human review step:

building an approval gate in email or Teams so a named person signs off before the report goes to its audience

Cost optimisation:

measuring token usage per report run and trimming prompts to reduce cost without losing output quality

Handover documentation:

writing a plain-language guide so a non-technical owner can monitor and maintain the automation independently

JBI training course London UK

Data and MLOps

 


5 star

4.8 out of 5 average

"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"

Brian Leek, Data Analyst, May 2022



 

 

JBI training course London UK

Certification


Every delegate will be entitled to a certificate of achievement on completion of the course.

If you are missing your certificate - please use the link below to apply - you can also use this link to sign up for the JBI Training newsletter to receive technology tips directly from our instructors - Analytics, AI, ML, DevOps, Web, Backend and Security.
 



This practical course teaches how to design and build end-to-end AI-powered reporting automation systems.
Participants will start by mapping real-world reporting workflows and identifying opportunities for automation and efficiency gains.
The course covers connecting live data sources such as Excel, SQL, and APIs into processing pipelines for AI-driven analysis.
Learners will build reliable narrative generation systems that turn structured data into accurate, readable business commentary.
Hands-on labs include validation checks, template-based report formatting, scheduling, and integration with tools like Power Automate.
The course also explores exception handling, human-in-the-loop approval workflows, and cost optimisation strategies for AI usage.
By the end of the course, participants will be able to deliver fully automated, governed, and maintainable AI reporting systems.

JBI Training offers four specialist courses in this group designed for data and analytics professionals building AI-ready data infrastructure. Available courses are Building AI Agents and Chatbots in Microsoft 365 Copilot (two days), AI-Ready Data Pipelines (one day), Monitoring AI in Production (one day), and End-to-End Reporting Automation (one day). All courses are available as scheduled classroom sessions in London, as live online instructor-led training, or as customised onsite programmes for data and analytics teams.
The AI-Ready Data Pipelines course is a one-day programme for data engineers and analytics professionals who need to ensure their data infrastructure can support AI and machine learning workloads reliably. It covers what makes a data pipeline AI-ready — including data quality requirements, schema consistency, lineage tracking, and latency considerations — how to design and build pipelines that feed AI models and analytics systems with clean, structured, and timely data, and how to integrate pipeline design with modern data platforms. It is particularly relevant for organisations that have adopted or are planning to adopt AI tools and need to ensure their underlying data infrastructure is fit for purpose.
The Monitoring AI in Production course is a one-day programme covering how to observe, measure, and maintain AI systems once they have been deployed in a live environment. It addresses a gap that many data and engineering teams encounter — AI systems that perform well in testing but degrade in production due to data drift, model decay, infrastructure issues, or changing user behaviour. Topics covered include setting up monitoring frameworks for AI model performance, detecting and responding to data drift and concept drift, defining meaningful metrics and alerting thresholds for AI systems, logging and observability for AI pipelines, and building operational runbooks for AI incidents. It is suited to data engineers, MLOps professionals, and analytics engineers responsible for AI systems in production.
The End-to-End Reporting Automation course is a one-day programme that teaches data and analytics professionals how to automate the full reporting lifecycle — from data ingestion and transformation through to report generation and distribution. It covers automation approaches for routine reporting tasks, integrating data pipelines with reporting tools such as Power BI, scheduling and triggering automated report refreshes and distribution, reducing manual intervention in recurring reporting workflows, and applying automation to ensure reports are always based on current, accurate data. It is suited to BI developers, data analysts, and analytics engineers who spend significant time on manual reporting tasks and want to build more scalable and reliable automated reporting systems.
This two-day course teaches data and analytics professionals how to build AI agents and chatbots within the Microsoft 365 Copilot ecosystem using Copilot Studio and related Microsoft tools. It covers designing conversational agents grounded in organisational data sources such as SharePoint, Dataverse, and SQL, configuring automated workflows triggered by agent interactions, connecting agents to analytics outputs and reporting systems, and deploying agents within Microsoft Teams and other Microsoft 365 channels. It is particularly relevant for data and analytics teams who want to surface data insights and automate data-driven workflows through conversational AI interfaces rather than traditional dashboards and reports.
Data and analytics teams sit at the foundation of any organisation's AI capability — AI models, agents, and analytics tools are only as good as the data that feeds them. AI readiness for data teams means ensuring that data pipelines deliver clean, consistent, well-documented, and timely data; that data quality issues are detected and resolved before they reach AI systems; that monitoring is in place to detect when AI outputs degrade; and that reporting and automation workflows are robust enough to scale alongside growing AI adoption. Organisations that invest in training their data teams on AI-ready infrastructure consistently see better outcomes from their broader AI investments than those that focus only on the AI tools themselves.
Yes. All four courses can be delivered as customised onsite or online programmes for corporate data and analytics teams. Content can be tailored to the team's existing data stack, cloud environment, BI tools, and specific AI adoption objectives. For example, a team building out their first AI-ready data platform can receive training focused on pipeline design and monitoring fundamentals, while a more mature team looking to automate reporting and surface insights through AI agents can receive training focused on those specific workflows. JBI has delivered data and analytics training for teams at organisations including the BBC, NHS, RBS, Sky, EDF, and Capita.
Yes. The intersection of data engineering and AI is one of the fastest-moving areas in technology and JBI's course content in this group is continuously reviewed and updated to reflect the latest developments. This includes updates to Microsoft Copilot Studio and Microsoft 365 AI capabilities, evolving MLOps tooling and monitoring frameworks, new approaches to AI-ready data pipeline design, and the latest best practices in reporting automation across Power BI, Microsoft Fabric, and other modern analytics platforms. Delegates learn skills that are directly applicable to the AI and data infrastructure challenges their organisations are working through today.

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