Excel, Google Sheets & analytics

Report automation

Recurring reports follow a consistent process using agreed data sources.

The outcome

Solution details

We define metrics and sources: which files are inputs, how reference tables work and how incomplete data should be handled. Automation starts with consistent calculation rules.

We compare results with a reference period, surface differences and document the refresh process. Scheduling and delivery follow your actual workflow.

Source connections

✓

Data transformation

✓

Report templates

✓

Completeness checks

✓

Our process

A clear process. A shared goal.

Know what is happening at every stage of your project.

Understand the problem

We learn about your business, current workflow and desired outcome. A short message is enough to start.

Agree on a solution

We define the scope, cost, timeline and acceptance criteria. Everything is agreed before development starts.

Build and hand over

We develop, test your workflows and walk you through the result. You receive source code, access and instructions.

Our process

FAQ

Common questions

What is needed to automate a report?+

Anonymised source files, an existing report for a reference period and metric definitions. It also helps to know how often data changes and who reviews discrepancies.

What happens when source data contains errors?+

Agree on the rules in advance: which rows to reject, where to display warnings and when to stop a refresh. An incomplete report should not appear verified. Validation uses reference examples.

SHAMDAN

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