Stop building the same report every week
If someone spends Monday morning copying numbers between spreadsheets, that time is gone for good. We connect your data once, so dashboards and summary emails update on a schedule.
Signs it's time
Manual reporting is one of the easiest wins we see.
- The same report is rebuilt by hand every week or month
- Numbers don't match between versions or departments
- Leaders wait days for figures they need now
- Reports break when someone renames a column or moves a file
- Only one person knows how the report is made
How it works
Connect once, then let the schedule do the work.
Connect
We connect to where your numbers live: Excel files, SharePoint lists, SQL databases, or exports from other systems.
Model
We build a clean data model so totals stay consistent and every calculation is defined once.
Publish
Dashboards refresh on a schedule in Power BI, or summaries arrive by email with an Excel attachment.
Hand off
Your team learns to read, filter, and adjust the reports without calling us.
What it takes
Much of this builds on the Microsoft 365 tools you already use. Here's where licensing usually falls.
Usually covered by Microsoft 365
- Building reports in Power BI Desktop, which is free
- Scheduled email summaries with Power Automate and Excel
- Data from Excel, SharePoint, and other Microsoft 365 sources
May need added licensing
- Power BI Pro, $14 per user per month, to share dashboards (included in Microsoft 365 E5)
- A data gateway for databases inside your network, which is free software but needs an always-on computer
We confirm exactly what your plan covers during the free review, before any work starts. Read our licensing guide
What you get
A fixed quote up front, a solution that lives in your own Microsoft 365 tenant, and a team that knows how to use it.
Reporting and dashboard services
How this works for mid-sized businesses and enterprises.
- Reports that refresh themselves
- One agreed definition for every number
- Email summaries or alerts for the people who need them
- Documentation of where every figure comes from
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.