Automate recurring weekly and monthly business reports
When the same data exports are cleaned, calculated, summarized, and formatted repeatedly, a report builder can make the process consistent and faster.
Common uses
Weekly sales reports
Built around the fields and rules your process actually uses.
Monthly management reports
Built around the fields and rules your process actually uses.
Inventory summaries
Built around the fields and rules your process actually uses.
Exception reports
Built around the fields and rules your process actually uses.
KPI workbooks
Built around the fields and rules your process actually uses.
Is this happening in your business?
The report takes hours even though the steps are almost identical each time.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Different people build the report differently.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
The data exists but has to be transformed before management can use it.
This is a good candidate to review if the steps are repeated and the inputs are reasonably consistent. The first step is to map the current process before deciding what should be automated.
Start with one repeated task
Bring the current files, the steps employees perform, the business rules they apply, and an example of the desired output. The goal is to determine whether a small tool can create a measurable improvement.
Describe the task