Automated Reporting
Combine data from multiple sources into one report that refreshes automatically.
Get started
Every week someone on your team downloads, pastes and formats the same data by hand.
The report goes out late. A paste error slips through and everyone doubts the numbers for a month.
I build reports that update themselves. Each night the report pulls fresh data from your systems, ready when your team opens it in the morning.
What you get
- Reports that refresh on a schedule instead of when someone finds time.
- The same numbers in every team’s report, because they come from one place.
- Your team gets back the hours it spent building reports each 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 @ $400/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 swap reports for workflows and data sources for connected apps.
- The first four months cover the initial build. After that you can cancel at the end of any month.
- 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, yes. I build in the tools I use every day, which 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?
Someone else can step in if I am unavailable, though it is rarely needed. If you need fixes by a set time, choose Scale.
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. As long as we still have access, the reports keep running as they are. You lose the monthly changes, and I stop fixing refreshes that break.
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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