Data & Analytics
Reporting Automation
The reports you prepare every week, generated and delivered on their own.
- Typical timeline
- 2-4 weeks for a set of reports
- Category
- Data & Analytics
- Engagement
- Fixed-scope phases
- You receive
- Code, data & documentation
Overview
Most organisations have a set of reports somebody rebuilds every week from the same sources in the same way. That is automatable work. Once automated, the reports arrive on time, in a consistent format, with no transcription errors.
A skilled employee spends every Monday morning making a report
Export, paste, apply formulas, format, convert to PDF, email. It takes hours, it happens every week, and the person doing it is capable of far more valuable work. Worse, manual assembly means mistakes, and mistakes in a report that reaches a bank or a board are expensive.
You will recognise this if
- Several hours each week go into assembling recurring reports
- Reports arrive late, or not at all when the person responsible is away
- The same report looks different depending on who built it
- Errors are found in reports after they have already been circulated
What you get out of it
The difference this makes
Time returned to the business
Hours each week are reclaimed from assembly work and spent on interpreting the numbers instead of producing them.
Always on time
Scheduled generation and delivery mean reports arrive reliably regardless of who is in the office.
Consistent and comparable
The same definitions and formatting every period, so figures can be compared across months without caveats.
No transcription errors
Numbers come straight from source data, removing the copy-paste mistakes that manual reporting inevitably produces.
What we build
- Rebuild of your existing report formats, preserving layout and branding
- Scheduled generation: daily, weekly, monthly or on a trigger
- Delivery over email, WhatsApp or to a shared drive
- Excel output with live formulas and formatting where recipients need to work on it
- PDF output for board, bank and statutory reporting
- Per-recipient filtering so each manager receives only their scope
- Exception reports that are sent only when something needs attention
- Archive of every generated report for audit and comparison
How it gets used
A daily sales and collection summary
Every morning at eight, a figure sheet reaches the owner and branch managers over WhatsApp, with no one preparing it.
Monthly MIS for management or a bank
A consistent, formatted MIS pack generated from live data, ready for review rather than assembly.
An exception report for overdue receivables
A list of accounts crossing credit terms, sent only when the list is non-empty, so it is never ignored as routine.
Technology we typically use
You do not need to care about this list — but your next developer will.
- Python (pandas / openpyxl)
- PDF generation
- n8n
- PostgreSQL
- Resend
- WhatsApp Business API
Timeline: Typically 2-4 weeks for a set of reports
Questions
Reporting Automation — common questions
Something else on your mind? Ask us directly — it is usually faster than reading.
Can you reproduce our existing Excel report exactly?
Can reports be sent on WhatsApp?
What if a report needs commentary from a person?
Related services
Businesses that need this often need one of these as well.
Thinking about reporting automation?
Tell us about your situation. We will tell you whether this is the right service, what it would involve, and roughly what it would cost.