Automated Reporting
Combine data from multiple sources into one report that refreshes automatically.
Get started
Every week someone on your team is manually downloading, pasting and formatting data.
The report goes out late. A paste error slips through and everyone doubts the numbers for a month.
I build reports that update themselves. Data flows from your source systems into a report your team opens each morning. No exports, no pasting, no formatting.
What you get
- Reports that refresh on a schedule instead of when someone finds time.
- Numbers that match across teams because they come from one place.
- The hours your team spent building reports, back every week.
Case studies
Application pipeline reporting for the University of Auckland
Measuring applications against targets with clear next actions for each one.
Read the case studyContent performance against targets for Are Media
Five channels of content data consolidated into one view of progress against targets.
Read the case studyPricing
If I can’t connect your data, you don’t pay. Plans run month-to-month after an initial four months.
Starter
$500/month
- 1 report
- Up to 3 data sources
- Daily refresh
- 1 report change each month
- If a refresh breaks, I fix it free
Growth
$1,500/month
- 3 reports
- Up to 12 data sources
- 3 report changes each month
- Extra reports @ $500/month
- Extra data sources @ $250/month
Scale
$5,000/month
- Everything in Growth
- Build on your tech stack
- Priority fixes by the next business day (same day where possible)
- Extra reports @ $250/month
- Extra data sources @ $200/month
How plans work
- A report is one dashboard or scheduled document, and includes up to 25 charts, tables or KPI metrics.
- A data source is one connected system, such as an ad platform, CRM, or database.
- You can substitute reports for workflows and connected data sources for apps. See automated workflows for more information.
- Four-month minimum to cover the initial build, then month-to-month — cancel any time.
- Pricing excludes GST.
What happens next
- You send the form. Tell me the numbers you need and the systems they sit in. I reply within 1 business day.
- We talk for 30 minutes. You show me the report your team builds by hand. I tell you whether I can connect your data, what it costs and how long it takes. If I can’t connect it, we stop here and you pay nothing.
- You give me access. You add me as a user in your own accounts, read-only wherever the system offers it, and you remove me whenever you want. Getting this approved is the step that holds most projects up, so start it early.
- You see a first version. Usually within two weeks of getting access. You tell me where the numbers look wrong and I fix them until your team trusts the report.
- It refreshes on schedule. If a refresh breaks, I fix it. Each month you can send me changes: a new metric, a new channel, a new view.
Questions
Do we have to move to a new reporting tool?
On Starter and Growth I build in the tools I run every day, which is what keeps the cost down. On Scale I build on your stack instead, so if your team already has Power BI, Tableau or a warehouse someone maintains, the report goes there.
What access do you need?
You add me as a user in your own accounts, read-only wherever the system offers it. Getting this approved is the step that holds most projects up, so it is worth starting early.
What happens if you are unavailable?
I have flexible resource that is available if I am not, but rarely needed. If you have specific SLA needs, commit to the Scale plan.
What happens if we cancel?
After the initial four months the plan is month-to-month, so you can stop at the end of any month. The reports continue as is. What you lose is the monthly changes and my fixing it when a refresh breaks.
Get started
Tell me what your team builds or repeats by hand. I reply within 1 business day and tell you whether I can automate it.
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