A report that doesn't take three days
A monthly summary built by exporting, copying and stitching costs several days of work and is out of date on the day it lands.
It repeats every month, identically.
Who this is for
- Teams spending days preparing reports that recur on a cycle
- Companies where the same metric has two different values in two departments
- Boards making decisions on month-old data
What it covers
- One definition per metric
Margin, turnover, on-time delivery — calculated once, in one place.
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The biggest value of these projects is usually not the time saved but the end of arguments about which number is real.
- Pulling from the sources
ERP, CRM, spreadsheets, external systems — read automatically on a set rhythm.
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Manual export survives only where a system genuinely offers no other route.
- Live reports and views
Summaries calculated when the view is opened, not overnight on the fifth.
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Available to the people who need them without asking for an export.
- Scheduled delivery where it earns its place
Not every report is one somebody will open.
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Some have to arrive by email at a set time, and that is part of the automation too.
In depth
The biggest surprise in these projects
Not technical but definitional. On the first report it almost always emerges that two departments calculate the same metric differently and both definitions have a rationale. Settling that is part of the project, even though it doesn't look like programming work.
Where we start
With the one report that takes the most time. Not with the full set — the first one mostly serves to check whether the source data is what everyone assumes.
Questions about this scope
Do we need a data warehouse?
Usually not to start. With a handful of sources and a sensible volume, an intermediate layer is enough. A warehouse answers scale and history, not the mere fact that a report is assembled by hand.
Will you build it in Power BI or similar?
If you have it and it meets the need — yes, and our work is then preparing the data rather than building another tool. We build a custom view where the report has to live inside an application the team already uses.
How long does this take?
The first report usually within a few weeks. The time depends almost entirely on the state of the source data, not on the number of charts.
The parent service and related scopes
Got an idea? Let's talk.
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