Custom business reports and data exports

Dashboards are for people who check them. Many reporting needs are different: a partner who wants a summary each quarter, a bank that asks for specific figures, an accountant who needs a file in a certain format, a franchisor with a required report or a board that meets on a schedule.

Those needs call for reports with a fixed format, sent automatically to the right people.

These reports often carry more weight than internal dashboards. A lender deciding on a line of credit, a partner deciding on an investment or an accountant preparing your taxes all depend on numbers that are accurate, consistent and on time.

Each is designed around who receives it and what they need.

We confirm the exact figures and format with each recipient before building, so the first report is right instead of starting a round of corrections.

• Leadership and partner summaries
• Lender, investor or board packages
• Accountant and bookkeeper data files
• Franchise or association reports in required formats
• Location or department reports
• Payroll and commission data
• Data exports for other systems

Each report pulls from the unified data layer, so the numbers match your dashboards. Reports are generated and delivered automatically by email or to a shared folder, in the format the recipient needs, such as a PDF summary or a spreadsheet.

Because the definitions are fixed, reports are comparable from one period to the next.

Each report includes a short note on its definitions and date range, so recipients know exactly what they are reading and can compare one report to the next with confidence.

Many businesses have someone who spends hours each period building reports by hand. Automating them frees that time and removes the errors that come with copying numbers between files.

We start with the reports that take the most time or matter most to outside parties, then add others as needed.

When a recipient's requirements change, such as a new lender format or an added figure, we update the report once and it stays correct from then on.