Salesforce Sales Report Automation Help

I need to refine the way sales data is turned into insight inside our Salesforce org. The immediate focus is our sales reports: I want them to generate automatically whenever my team requests one, rather than relying on the fixed daily / weekly / monthly schedules Salesforce normally offers. Along the way I would also like to understand how these changes tie back to broader topics—controlling system inputs and fine-tuning data processing—so the solution remains clean and scalable. What I expect from you: • A working “on-request” report automation setup built with native Salesforce tools (Lightning Report Builder, Flow, Apex, or a mix—use what is most maintainable). • Clear documentation or short Loom-style videos showing how the automation was configured so I can extend it later. • A quick call or chat hand-off to answer any final questions once everything is in place. If you’ve previously built custom, trigger-based or button-driven reporting flows in Salesforce, this should be a straightforward assignment.

Project ID: 40255362