Reporting Automation reports that build themselves and land where decisions happen
Reporting eats more analyst time than analysis does. Most teams have someone spending half a day every week pulling Google Ads + Meta + GA4 + CRM data into a slide deck nobody reads twice. We automate the entire report — pull from sources, transform, format, and deliver to Slack / email / PDF / Google Sheets — so the analyst spends time on the question instead of the data assembly.
We build reporting automations on top of your existing BI tools (Looker Studio, Metabase, Tableau, Power BI all support scheduled exports) or custom Python / Node scripts when the report needs heavier transformation. Output: morning trading-floor-style summaries delivered before the team standup, weekly executive PDF auto-generated and emailed to leadership, and monthly board-pack assembled by automation rather than by hand.
Common problems we fix
- Analyst spending 8–10 hours per week assembling reports
- Weekly leadership review starts late because the deck is being built that morning
- Reports static PDFs — nobody clicks into the source data
- Different teams reporting different numbers because each pulls their own
- Monthly board pack assembled manually, prone to copy-paste errors
What you get
- Source-data audit: ad platforms, GA4, CRM, accounting, ops databases
- Daily / weekly / monthly automation cadence per report
- Slack reports with key metrics + delta vs prior period in-channel
- Email reports (HTML or PDF attachment) with charts inline
- Google Sheets or Excel reports with live data refresh
- Auto-generated board-pack PDF with executive commentary fields
- Anomaly detection — alert when a metric moves outside normal range
- Failure alerting if a report fails to deliver
- Documentation: report inventory, data sources, refresh schedule
Want a plan tailored to your situation? Let's talk specifics.
Free 20-minute call. We will review your current setup, flag what is broken, and share what we would do first. No slides, no pitch deck.
Book ConsultationQuestions about reporting automation
Yes. Audit the report, identify data sources, build the automation in Python / SQL / BI tool, and schedule delivery. Most weekly Excel reports can be retired in 2–3 weeks.
Slack for daily ops metrics (read in-channel). Email PDF for weekly leadership reviews. Google Sheets for analyst self-serve. Most clients use a mix — we design per-report.
Yes. We build commentary fields where the team types a one-line note per metric (or use AI-generated commentary for anomalies) before the report goes out.
Every automation has alerts to a Slack channel if delivery fails or data is stale beyond threshold. Retry logic for transient failures. We treat reports like production infra.
Yes. If you have a warehouse + dbt setup, reports pull from cleaned marts. If not, we can build the warehouse layer (see /analytics/full-stack-analytics) so reporting and BI share one source of truth.
Let's talk about your business.
Tell us what you're working on and where you want to go. We'll put together a plan. No obligation, no sales pitch.
- Free 30-minute call
- A plan built around your goals
- No obligation, no pressure
- Your own account manager