Reporting automation
Scheduled, formatted, distributed reporting pulled straight from source systems.
- Engagement
- Fixed-scope build, further reports on retainer
- Typical timeline
- 4 weeks
- Starts with
- You send last month’s reports and we list every number that does not reconcile.
Monday morning costs somebody four hours of copying numbers into a deck, and by Wednesday two of those numbers have quietly been revised. The board pack is assembled the same way, only slower.
Days of monthly reporting work reduced to a short review.
What we build
Concrete artefacts, handed over and documented.
A metric definitions layer: one written definition and one calculation per number, so revenue means the same thing in every report
Scheduled generation of the daily operations report, the weekly commercial report and the monthly board pack
Delivery in the format each audience actually opens, email summary, Slack digest, spreadsheet, PDF pack
Variance flags that call out whatever moved beyond a threshold, so the reader knows where to look first
A snapshot per period, so last month’s report keeps the numbers as they were reported rather than as the database looks today
What changes
Reporting effort drops from days a month to review time
Two reports disagreeing becomes an incident rather than the normal state
Board packs arrive on schedule instead of the night before
How it runs
01Agree the definitions
We reconcile the same metric across your tools and get one written definition signed off. This is the slow part and the valuable one.
02Build the pipeline
Extraction, calculation, snapshots and the three report formats, checked against a month you have already closed.
03Schedule and hand over
Delivery, variance thresholds, and the runbook for adding a metric later.
Chosen per project. Named here so you can see the shape of it.
- Postgres
- dbt
- Metabase
- Google Sheets
- Postmark
- Slack
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.