Get the reports you need without rebuilding them every time.
We automate the preparation and delivery of recurring reports, using agreed sources and calculations, with clear flags when data is missing or out of date.
When it helps
When preparing recurring reports keeps taking people away from their other work.
Every report starts with the same copying and formatting
Every reporting cycle starts with exports, spreadsheet updates and familiar calculations. The work repeats even when the report itself barely changes.
- Connect the selected sources and collect the required information.
- Apply the agreed calculations and report format automatically.
- Schedule preparation and delivery around your reporting routine.
Different reports tell different stories
Figures change depending on who prepares them or when the data was collected. Meetings become a check of the numbers before anyone can use them.
- Agree which sources, definitions and periods each figure uses.
- Apply consistent calculations and checks across the selected reports.
- Show the reporting period and data dates alongside the results.
The report looks ready, but some of the data is missing
A source updates late or a file never arrives. The finished report can look complete even when it tells only part of the story.
- Check the expected inputs and their update times before release.
- Hold the report or clearly mark missing data, as agreed.
- Notify the right person and rerun once the issue is resolved.
Reporting stops when the usual person is away
One person knows where the files are, how to prepare the report and who should receive it. Their absence leaves everyone else chasing figures.
- Build preparation and delivery into a scheduled process.
- Make failed runs and delivery problems visible to the agreed owner.
- Document how to check, correct and rerun a report.
From selected data to reports that arrive ready to use.
We agree the sources, calculations, format and delivery schedule before building. The process checks the available data and makes gaps visible before they become misleading figures.
Build and check the reporting process.
- Report design covering sources, definitions, reporting periods, format and recipients.
- Data collection and preparation, with the agreed calculations and completeness checks.
- Scheduled report creation and delivery, with handling for missing inputs and failed runs.
- Checks against agreed sample reports, including late data, corrections and delivery problems.
- Release with your confirmation, operating notes and a team walkthrough.
Recurring reports with a process your team can follow.
- The implemented reporting process connected to the agreed sources and delivery channels.
- A report specification covering calculations, data dates, formats, schedules and recipients.
- Checked sample reports and a record of the results, limits and unresolved dependencies.
- Operating notes covering ownership, alerts, corrections, reruns and routine changes.
Beyond the agreed reports and sources.
Any further work is optional and agreed separately.
- Additional reports, sources, formats or historical data cleanup beyond the agreed scope.
- A new data warehouse, interactive dashboard or replacement reporting platform.
- Ongoing report operation, maintenance or changes after handover.
How it works
We lead the setup, build and checks. Your team shares the reports it uses and confirms the figures and timing that matter to the business.
Agree the reports and definitions
We review your current examples and agree the sources, calculations, format, schedule and recipients. We confirm access, dependencies, price and delivery timing before implementation.
Build preparation and delivery
We connect the sources, apply the agreed calculations and prepare the reports for scheduled delivery. We add checks and a clear response when data or delivery is unavailable.
Check the figures and failure cases
We compare sample reports with the agreed figures and check missing inputs, late updates, corrections and failed delivery. Your team confirms the outputs meet the agreed criteria.
Release and hand over
With your confirmation, we activate the schedule and check the initial runs. We walk through ownership, report definitions and how to handle alerts, corrections and reruns.
Which reports keep taking time to prepare?
An informal 30-minute call to discuss the reports you need, how they are prepared today and whether this service is the right fit.