Services
Reporting that does not depend on a spreadsheet chase.
Board reports, funder updates, and internal numbers are often assembled by hand from exports. We turn the repeated parts into a pipeline, and we keep a definition of where each figure comes from.
Who this is for
Finance, development, and program leaders who lose days each month reconciling spreadsheets, or who need the same report produced the same way next quarter.
What the work includes
A defined report
We write down the question, the source fields, the exclusions, and who reads the result. That definition is part of the delivery.
An automated path from source to answer
Data is collected from the systems that already hold it, checked for obvious problems, and presented as a dashboard or a scheduled report.
Less rework when a program changes
The pipeline is documented so a new field or a new cohort does not require rebuilding the sheet from memory.
- Inventory of the current reports and the files behind them
- Pipeline or dashboard implementation within the agreed sources
- Checks for missing or duplicated records where the source allows it
- Notes for the person who will update the report later
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