Set up a weekly reporting dashboard for our clinic

Project Description

Small clinic near the Texas Medical Center. Every week our office manager spends hours pulling billing and scheduling numbers into a spreadsheet by hand. We want that automated into a simple weekly dashboard with a plain-language summary of what changed. Open to n8n plus whatever reporting tool you recommend, as long as it is reliable and easy for a non-technical staff member to read. Please be careful with anything touching patient billing data.