Using Quarto to Improve Formatting/Automate the Generation of Hundreds of Reports

on YouTube ↗20m

" summary

KS&R rebuilds a legacy Mail Merge pipeline into an automated Quarto workflow using tidyverse, a datastore, a main automation script with helper functions, a Quarto template + YAML, and GitHub for version control; it produces hundreds of personalized PDFs weekly (rendering ~100 takes ~5–7 minutes) and reports a 50% time savings for project teams. Formatting relies on LaTeX today (brittle), with a roadmap to typst for easier maintenance; source and a reproducible example live on GitHub and Forsta supplies the web survey data.

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" chapters (10)

1. 0:00Introduction
2. 2:34Reporting challenges
3. 3:38Survey reporting recipe
4. 5:24Automated pipeline design
5. 8:16Automation versus flexibility
6. 10:30Report design updates
7. 12:16LaTeX formatting
8. 13:59Efficiency gains
9. 15:27Future improvements
10. 15:48Q&A

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