Your current report, written down
We record every column and total in the report you build now, and where each figure comes from.
Automated reporting: scheduled reports that arrive already checked
Your weekly sales sheet or month-end report, built by the system instead of a person. It pulls the figures from your sales, job and accounts software, checks them, and sends the report on time.
What is automated reporting?
Someone builds the same report by hand: export, paste into a spreadsheet, fix the totals, email it. The system does that on a schedule instead. It reads the figures, adds them up the same way every time, checks them, and sends the PDF or spreadsheet. If something does not add up, the report is held and someone is told.
Who is it for?
- Built for
- Someone loses a morning every week rebuilding the same report. The figures are late when that person is away. One report goes to many readers or branches.
- Replaces
- The Monday spreadsheet pasted together from three exports. The month-end pack that waits on whoever knows the formulas. The report that is a week old when it is read.
- Not for
- You want to open a screen and see today’s figures as they stand (see dashboards). Or the one program you run already sends the report you need. We will say so.
What is included?
Figures collected on schedule, no exports
Every week or month, the system reads the figures from Xero, MYOB, simPRO, ServiceM8, Cin7 or your own database.
Checked before anything is sent
Figures are matched up and the totals checked against the programs they came from. Nothing goes out until they agree.
A wrong report never goes out
If a total looks off or a program did not answer, the report waits and someone is told.
Each reader gets their own version
One page for the owner, one per branch, a spreadsheet for the accountant. Sent by email or shared folder.
Every report kept, any month re-run
Last March’s report can be found and sent again, or any past month run again, from one screen.
Changes made once, in one place
Add a column or a branch once, and every future report picks it up. No hunting through spreadsheet formulas.
Not sure you need it? Call 1300 699 321 — ten minutes will tell you.
How is it built and priced?
Each stage ends with a report you can open and read.
See how a project runsFirst chat
We sit with whoever builds the report today and watch one run, from the first export to the send button. You check our notes.
Plan and price
You sign off a written plan: each page as it will arrive, where every figure comes from, who gets what. Then the price is fixed.
Build
Built one report at a time, in the order you choose. Each is run for a real month; you read it before the next starts.
Testing
We run each report beside the hand-built one for the same month. Every difference is explained until they agree. We test the checks too.
Launch
The schedule is switched on and the first reports go to their readers. From then on you re-run a month or change a column yourself.
Questions before you call
Can the report we build by hand each week be automated?
Yes. We write down every column in the spreadsheet you build now, and where each figure comes from. The system then builds the same report on your schedule, from Xero, MYOB, simPRO or your own database.
What happens if the figures are wrong on the day the report is due?
The report is held back, not sent. If a total does not match the program it came from, or looks far from last month, someone is told what to fix first.
How much does automated reporting cost?
One fixed quote, set in writing before we start and paid in five stages. It depends on how many reports you need, how many programs each reads, and who receives what.
Do we own the reporting system?
Yes. The code, the report settings and the record of every run are yours to keep, change or hand to another developer. Nothing sits in a product you rent.
Do you build automated reporting for businesses outside Adelaide?
Yes. We are in Adelaide and work with businesses anywhere in Australia. The system reads your programs over the internet, and the reports arrive by email wherever your office is.
Get a fixed quote for automated reporting.
Call us, or answer a few short questions. We reply within one business day with a fixed price in writing.
1300 699 321
Mon–Fri 9–5, Adelaide time · we reply within one business day