Manual reporting is a dinosaur from the past and is an immensely unproductive task to keep in your organization today. Reports generated manually are prone to errors and mistakes.
We want reports to be automated and generated accurately so that we can know what is happening in our business.
We provide consulting and implementation to help you generate the reports you need fast. Automated reports can pull data from your services or even from your various Excel files. What you need is to figure out how you can streamline your data and make sure that it is structured properly. You can even have multiple Excel files across multiple locations, as long as your Excel files are structured in the same manner. This will allow for easy compilation of all your data.
Automated reporting tools you want to invest in must be streamlined with your dashboard tools. These two are tightly interlinked and must be considered in tandem. This is because your data is a vault full of insights.
Give yourself the peace of mind by making sure that the automatic reporting also delivers the dashboards that you want to see. By doing so, it also makes it easier to ensure that the data preparation is done properly and only done once. Otherwise, the need to integrate your automatic reporting tools and your dashboard might require duplicated efforts which would not be productive.
If You are Still Using Excel, Don't Worry
If you are still working with your reports in Excel, one of the dangers is the accidental changes in your data. However, when you can separate your reports by months, you can ensure that the data in previous months are checked, verified and locked to prevent accidental edits. This would usually not be possible previously because it would be tedious to combine the various reports manually and also error-prone.
With automated reports, regardless of the number of files, we can aggregate data automatically and easily across all the Excel files. Even if you have hundreds of files, it can be combined fast to generate the dashboard you need to see for previous years of data.
However, while we do not recommend using Excel for all your database requirements, this is an easy way for businesses to get started. This can maximise the value of the data you currently have, while slowly moving towards the necessary tools for the future. With this, you can grow your business quickly by understanding the key insights you need.
Once we help our clients implement this, reporting becomes seamless, fast and accurate. All these information can all be seen clearly on the dashboards. Compiling your reports in a manner that lets you analyze the trends and issues, while displaying all your key metrics and indicators in a clear manner.